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),...
Enterprise Level Salesforce.com CRM Implementations for Mid-Large Companies

Enterprise Level Salesforce.com CRM Implementations for Mid-Large Companies

My firm, WIMS Consulting, has been providing CRM implementation services since its inception (and personally I’ve been leading them for 15 years now). We have been platform agnostic (we work with all of the primary platforms, including Salesforce.com, Zoho, Hubspot,...
3 Ways Restaurants and Breweries Can Boost Marketing During COVID-19

3 Ways Restaurants and Breweries Can Boost Marketing During COVID-19

The restaurant and brewery industries are ones that COVID-19 has hit hardest as customers have literally been ordered to stay away from these establishments for months now. However, this does not mean that it is impossible to find ways to profit. Here are 3 ways to...
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...
Socializing in a Socially Distanced World by Evan Shirreffs

Socializing in a Socially Distanced World by Evan Shirreffs

As young professionals, most of us are getting our careers started, attempting to make new friends outside of work, and networking for possible job opportunities that don’t involve surviving at the bottom of the totem poll at a 9-5. A lot of this socializing would...