It’s amazing how time flies. I have been writing my monthly column for South Florida Business & Wealth for one year, my show just had its sixth anniversary, and we
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As we close another calendar year, it’s time to reflect and take stock of our financial health. Many of us undergo an annual health assessment; similarly, the family wealth enterprise
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Last month on our show, Pinnacle Housing Group’s partner Michael Wohl talked about the evolution of affordable housing and how Pinnacle is building Miami’s first mixed housing project, Brickell View
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The millennial population has slightly surpassed the over 73 million baby boomer population and stands to inherit $40 trillion over the next 40 years. Given the potential trillions that will
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I am so proud of the guests we get on the show each month, and this month is no exception. I admit that I made a mistake last year when
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As the saying goes: “The more you have, the more you can lose.” The ultrahigh-net-worth population in the United States continues to grow at a 6 percent rate, with over
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If you think innovation isn’t an ongoing process that requires steady commitment, consider Whole Foods Market. Even now, with more than 420 stores, Whole Foods has an expectation of innovation
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One of my favorite guests is John Mahoney, aka @socialmedia305. John taught me the language of Twitter. That’s right, Twitter has a language. You have to be able to get
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A common struggle for wealth owners is determining how much to leave to heirs and how to communicate their wealth transfer plans. This dilemma is understandable given the constant headlines
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