C-Suite Advisors
How to Empower Your Employees
Three leadership tips that can help drive growth.
C-Suite Advisors
How to Vet a Private Equity Partner
Five questions to ask yourself before you set out on the journey of private equity investment.
C-Suite Advisors
Servant Leadership Is
“Working for no one” is an outdated archetype.
C-Suite Advisors
The Golden Years: Will They Really Be Golden?
How you can (and must) plan now for the end of your life.

Top Posts

Innovation, Disruption, and Opportunity

Implications for investors and advisors in 2021—and beyond.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

The Uncertain Financial Futures of Athletes and Entertainers Demand Training and Discipline

How professionals with unpredictable and short-term earning windows can lock down their financial futures.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Hiring a Wealth Management Team

The important considerations for any affluent family looking to make the best and most well-informed decision...
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

The Industrial Revolution in the 21st Century

Artificial intelligence, machine learning, and big data convergence creates disruption and opportunity.
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Maximizing Your ­Philanthropic Impact

Create the structure needed to transform and execute your vision and legacy
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Demystifying the World of Wealth Management Through Values and ­Client Advocacy

You've sold your business. Now what?
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.


C-Suite Advisors

Winning the War for Talent

Can Technology Advance Equality and Justice?

Protecting Your Company’s Intellectual Property Is Another Key to Your Successful Transition

What to Do When You Have Nothing to Wear

C3: COVID, Cannabis, and Crypto

The Uncertain Financial Futures of Athletes and Entertainers Demand Training and Discipline

Branding and Innovation in the Cannabis Industry

Food and Beverage Brands Adopt D2C To Compete and Thrive

How to Protect Yourself from High-Profile Cyberattacks