Michael J Lee, CFAJun 15, 20214 min10 Step Generational Wealth Transfer ChecklistThe Checklist 1. Are all family members aware of the extent and nature of the assets? 2. Has the family created a family wealth mission...
Michael J Lee, CFAMar 31, 20212 minThe Decline of the Office Real Estate MarketCompanies are dropping office space as working from home becomes a new normal — one that's likely to endure after the pandemic. That’s...
Michael J Lee, CFAFeb 19, 20212 minSale-Leasebacks. Are They for You?Many businesses have been hard hit by this pandemic, and as a result shareholders are urging companies to find value wherever possible....
Michael J Lee, CFAFeb 15, 20215 minHow HNWIs and Family Offices Allocate CapitalSignificant differences in asset allocations as a person or family’s wealth increases. Public holdings (equities) climb in line with...