WIMS Client Spotlight: Lincoln James Capital

WIMS Client Spotlight: Lincoln James Capital

Lincoln James Capital is a commercial real estate firm based in Charlotte, NC, but operating throughout the South East USA, that specializes in arranging debt for their multifamily and commercial real estate clients’ needs. They operate daily to earn their reputation...
5 Ways Family Offices Can Optimize for the Present & Future

5 Ways Family Offices Can Optimize for the Present & Future

Over the past 50 years, the amount of family offices has grown to an estimated 3,500-5,000 as ultra-high-net-worth (UHNW) investors have increasingly used this approach to leverage and manage their wealth. Whether it be through Single-Family Offices (SFO’s),...
Private Investment Funds in 2022: Focus on Optimizing & Streamlining Existing Portfolio Company Investments to Grow amid Volatility

Private Investment Funds in 2022: Focus on Optimizing & Streamlining Existing Portfolio Company Investments to Grow amid Volatility

The whirlwinds of 2020-2022 rattled businesses across the country, and it was no different for the private investment/fund industries. Even prior to last year, trends were moving toward funds (private equity, venture capital, family office, etc.) establishing...