Author: Mike Sanders

How Do Families Benefit from Charitable Giving?

General  |   May 24, 2018  |  
Mike Sanders

For most wealthy individuals, the legacy they leave to loved ones is more than stocks and bonds, but rather a collection of deeply held beliefs and values that shape their world view. Transferring these values to the next generation is an important part of family wealth planning, and charitable giving can be a critical tool […]

What Are Five Important Questions You Should Answer for a Successful Business Succession?

Financial Planning  |   May 21, 2018  |  
Mike Sanders

It’s hard for most entrepreneurs to imagine life without the company they’ve founded, the product of years, even decades of hard work and sacrifice. Yet today, when more than half of small business owners are over the age of 50, according to a new study by Babson College, it’s more important than ever to have […]

Finding the Next Unicorn

Stock Market, Trends  |   March 16, 2018  |  
Mike Sanders

Would you like a head start identifying the next technology Unicorn? Each year Global Silicon Valley attempts to do just that by publishing their Pioneer 250 list of companies.  To make the list a company must be privately held and venture backed with less than $1B market value.  They must also be able to impact […]