Morning Memo
Wealth Management Morning Memo

FEBRUARY 25, 2021

PHILANTHROPY

Potbellied Pig Rescue and Hate Groups

It's time to reexamine whether certain charities are actually aiding the "public good."

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HIGH NET WORTH

Is Venture Debt a Realistic Option for Family Offices?

How is it different from venture capital and what are the risks?

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Adopting a modern fee model to benefit clients and advisor.

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BUSINESS PLANNING

Surviving the First Years of Growth

Starting a new firm? What to expect—and how to survive the experience.

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INDUSTRY

Goldman CEO Warns Remote Work Is Aberration, Not the New Normal

“It’s an aberration that we are going to correct as quickly as possible,” David Solomon told the audience at a recent conference.

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