HM Payson & Co’s Post

In this interview with Seniors Housing Business, NIC President and CEO Ray Braun shares his perspective on changes in the senior housing industry and the major challenges facing it today. He also discusses how his career has shaped his approach to leadership and the priorities he has identified for NIC. https://hubs.li/Q02PHXmK0

I sat down with Keith Galicia, CFP®, CEPA; the Founder of Prime Portfolio Planning in Bakersfield, California. Keith has more than 20 years experience in the financial services industry and is passionate about helping business owners achieve their financial goals. ------------------------------------------- We discussed: ✅ Why a man in his seventies absolutely refuses to retire ✅ The reason an 82 year old man is still "chasing success" in the construction industry ✅ How an ESOP (employee stock ownership plan) could be the right solution to help these men exit their businesses ------------------------------------------- #businessacquisition #exitplanning #leadership #financialplanner

The North American Family Office Report 2023 Our annual Family Office Report is available for our clients. It explores the challenges, risks and opportunities expressed by the wealthiest families in North America and it offers useful insights into some of the smartest and most prudent investors. RBC are proud to partner with family offices across North America to help navigate the challenges of today – and the opportunity to build, steward, and preserve wealth for the next generation. #FamilyOffice #HNW #Wealthmanagement #RBCDS

this is how it is done.... well done

Last week, we announced some exciting changes to the leadership of our Private Equity business. Peter Gale, former CIO and Head of Private Equity has become non-executive Chairman and hands over the role of CIO to Brooks Harrington. Peter and Brooks sat down with Seb McCarthy, Editor of Private Equity News to discuss how the industry has changed over the decades, as well as Brooks’ strategic priorities as we look to continue our strong investment performance, to provide consistent and compelling returns for our clients. Read the article here (paywalled): https://lnkd.in/ehfrQdcv #privateequity #CIO #appointment #leadership For professional investors only. Capital at risk.

Listen in as Max D. Graham CPA, CA, MBA, Avenue Living Communities' Chief Operating Officer, shares what excites him most about his role and his plans to continue elevating our operations and the resident experience. #propertymanagement #operations #realestate #alternativeinvestments

Last year, Brightstar Capital Partners announced a staggering statistic. The majority (61%) of family businesses do NOT have a succession plan in place. From the report: “Focusing on succession planning this year, the report highlights that families surveyed worry about future leadership, but few have acted decisively. Despite the urgency of ensuring an orderly leadership transition, the study reveals that the topic of succession is often avoided or not prioritized because family members feel uncomfortable discussing sensitive issues.” In 2024, we need better routes to succession. It ensures the sustainability of our businesses and helps us navigate potential downturns and unexpected transitions. This is where an independent board director (IBD) can help. We facilitate those tough conversations with a clear head, empathy, and grace to help you make some of the most important decisions to ensure the future prosperity of your company.  Send me a message here to learn how Double Iron Consulting can help you. https://lnkd.in/e7KSrEPU

2024 Top Young Professionals Honoree: Graham Christensen, 33, Vice president of market rate development at Douglaston Development For Christensen, staying humble is a secret to success. His strength is “listening and understanding that everyone in the room, oftentimes, is smarter at certain things than I am,” he said. That means “being comfortable putting my hand up when I don’t understand something, but also trusting that we’ve hired the right people to do the job and making sure they’re in a position to succeed. 🔗 Read the full profile: https://lnkd.in/eMxgJcUy #CommercialRealEstate #RealEstate #COYoungProfessionals

Congratulations to President-Elect Donald J. Trump! 🏡 With a new administration on the horizon, changes in the housing market may be coming. Check out our blog, written months ago, to get insights on potential impacts in real estate and housing trends under the new leadership! https://lnkd.in/d5JcF_n9 #HousingMarketUpdate #RealEstateInsights #PresidentialElection2024 #Trump2024 #MarketForecast #RealEstateNews #LinkedInRealEstate #HousingMarketUpdate #RealEstateInsights #ElectionImpact #MarketForecast #RealEstateNews #HomeBuying #PropertyTrends #RealEstate2024 #MarketWatch #HousingMarket

Exciting news for Future Asset! It's great to witness the wave of positivity surrounding FA at the moment and the anticipation for what lies ahead!! #IAmAnAsset #BudgeUpDave #womweninfinance #investmentmanagement