Wealth Management, Finance, Securities Markets, FinTech, Small Businesses, Entrepreneurs, Women in Business, UHNW audiences
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
Wealth is more than just financial capital— it is a malleable force that can shape family goals influence life decisions and empower future generations. Purpose-driven wealth serves as a reflection of family values and aspirations. When approached with purpose, it can transform financial assets into tools to strengthen relationships and create a lasting impact on society. With the right tools, thoughtful planning, and coll...
When to Sell Your Company: Key Considerations and Steps
If you are a business owner, the decision to sell your company is one of the most difficult and significant in your entrepreneurial journey. A sale is not just about financial gain, but also about legacy, timing, and your personal and professional goals. With the right guidance, you can achieve a smooth transition that aligns with those goals and leads to a buyer who respects your vision for the company.
Jose Ruiz biography
I do a lot of bio writing, such as this one for this Regional Managing Director, Southeast Division of Rockefeller Capital
From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business
Whether you are driven by a desire to innovate, create generational wealth or shape the future of an industry, starting a business is a powerful way to turn your vision into impact. From selecting the right entity structure to securing funding and establishing sound governance, this guide for aspiring entrepreneurs outlines the foundational questions to consider and decisions to make in establishing enduring enterprises.
The 529 Plan: A Comprehensive Guide to Tax-Advantaged Education Savings
Since their introduction in 1996, 529 plans have evolved from a simple college savings vehicle into a multipurpose financial tool for education funding, estate tax planning, and tax efficiency.
Beyond Traditional Portfolios: Navigating the World of Alternative Investments
In recent years, alternative investments have garnered increasing attention as many qualified investors seek nontraditional opportunities to expand their portfolios¹. These assets, including private equity, private credit, real assets, hedge funds and direct investments, fall outside the conventional stock, bond, mutual fund and cash portfolios. Alternative investments can offer exposure to uncorrelated markets and unique opportunities.
Rockefeller in Michigan: A year of Growth and Collaboration
Rockefeller Global Family Office, the highly regarded wealth management firm, is celebrating the one-year anniversary of its expansion within Michigan. As it continues to grow its capabilities in key U.S. wealth hubs, the firm now has offices in both Birmingham and Grand Rapids, where 33 team members are singularly focused on one thing: delivering incredible value for families. “That’s our absolute passion, and it’s in perfect alignment with the firm’s differentiated and storied capabilities...
Melissa Walnock ’00/’01
This is one of several bios written for chef instructors at the Culinary Institute of America who appeared in the Netflix series "Next Gen Chef."
Chef Shamil Velázquez
This is one of several bios written for chef instructors at the Culinary Institute of America who appeared in the Netflix series "Next Gen Chef."
Chef Roshara Sanders
This is one of several bios written for chef instructors at the Culinary Institute of America who appeared in the Netflix series "Next Gen Chef."
Chef Thomas Rutherford
This is one of several bios written for chef instructors at the Culinary Institute of America who appeared in the Netflix series "Next Gen Chef."
Chef Jason Potanovich
This is one of several bios written for chef instructors at the Culinary Institute of America who appeared in the Netflix series "Next Gen Chef."
Chef Lance Nitahara
This is one of several bios written for chef instructors at the Culinary Institute of America who appeared on the Netflix series "Next Gen Chef."
Chef Genevieve Meli bio
This is one of several bios I wrote for chef instructors at the Culinary Institute of America who appeared in the Netflix series "Next Gen Chef."
Xavier Mayonove
This is one of several bios I wrote for chef instructors at the Culinary Institute of America who appeared on the Netflix series "Next Gen Chef."