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Michael J Lee, CFA
Jun 15, 20214 min read
10 Step Generational Wealth Transfer Checklist
The Checklist 1. Are all family members aware of the extent and nature of the assets? 2. Has the family created a family wealth mission...
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Michael J Lee, CFA
Mar 31, 20212 min read
The Decline of the Office Real Estate Market
Companies are dropping office space as working from home becomes a new normal — one that's likely to endure after the pandemic. That’s...
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Michael J Lee, CFA
Feb 19, 20212 min read
Sale-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....
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Michael J Lee, CFA
Feb 15, 20215 min read
How HNWIs and Family Offices Allocate Capital
Significant differences in asset allocations as a person or family’s wealth increases. Public holdings (equities) climb in line with...
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Michael J Lee, CFA
Feb 15, 20217 min read
Leading A Family Office
Successful families need an experienced generalist to protect their interests, but where to find the ideal candidate? Families can face...
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Michael J Lee, CFA
Feb 15, 20211 min read
Succession Planning
Succession is a top priority for wealthy families. Common mistakes account for the second-generation wealth loss of 70% of families and...
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Michael J Lee, CFA
Feb 9, 20211 min read
Is a Market Correction in the Cards for 2021?
The chance of a substantial correction (>10%) in the first half is likely because of overvaluation and excessive optimistic sentiment....
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Michael J Lee, CFA
Feb 2, 20212 min read
Growth of Low-Code Development Applications
Low-code software development platforms provide a visual development environment that allows non-programmers and enterprises to use...
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Michael J Lee, CFA
Feb 1, 20213 min read
Emerging markets could be the best opportunity for 2021
Emerging markets could be the best opportunity for 2021. But they have been primarily slept on and ignored by American investors. Around...
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Michael J Lee, CFA
Jan 26, 20211 min read
How to Thrive in Crisis: Become Comfortable With the Unknown
We all try to understand and give meaning to life and uncertainty. Becoming comfortable with the unknown may be the best skill to learn...
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Michael J Lee, CFA
Jan 20, 20213 min read
How 5G Technology Will Supercharge Business
Fifth-generation air interface initially deployed by cellular networks in 2019 is engineered to ease communication and connection between...
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Michael J Lee, CFA
Jan 14, 20214 min read
Tech Trends You Need To Know About
When this strange novel virus discovered in China finally reached the Western Hemisphere in February, nobody knew what to expect. It's...
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Michael J Lee, CFA
Jan 13, 20213 min read
Asset Allocation for 2021 and beyond: A Summary
Diminished recession risks, continued central bank support, Tempering of trade tensions, global economy to climb back to pre-crisis...
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Michael J Lee, CFA
Jan 9, 20213 min read
Digital Twins Strategy Benefits and Its Practicality in Modern Businesses
Listed in Gartner’s 2017 report of the world’s most strategic technology trends, digital twins is a hot topic of debate in today’s...
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Michael J Lee, CFA
Jan 6, 20213 min read
2021 is finally here and what a year 2020 was
Although much of the news is consumed with pandemic updates, vaccine news, and politics, one of the biggest stories from the last year...
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Michael J Lee, CFA
Dec 22, 20204 min read
5 Leadership Qualities to look for in a Company's CEO before investing
Every investor has certain parameters they use when considering whether or not to invest in a company. While each investor has their...
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Michael J Lee, CFA
Dec 18, 20204 min read
Central Bank Digital Currencies – The benefits, risks and implications
Digital Currencies have been in the market for quite a while now. Despite being unregulated and not backed by a government, the...
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Michael J Lee, CFA
Dec 16, 20203 min read
The Bigger Picture: 2020 Has Changed the Way America Does Business
Where were you, December 2019? Winding up the years' work? Or taking a well-deserved vacation in the sun? Who could have known the end...
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Michael J Lee, CFA
Dec 12, 20203 min read
Blockchain Technology: A Growth Engine in Modern Business
Blockchain, a 2008 project of Satoshi Nakamoto (pseudonym), has netted the business world with its complex and indisputable supremacy in...
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Michael J Lee, CFA
Dec 11, 20203 min read
5 Steps to Recession Proof Any (Small) Business
While many will not agree, recessions are a natural part of the life cycle of an economy. Just like an economy grows and booms, it also...
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