Contributed by Jami Gold, managing director, mergers & acquisitions, commercial insurance, ME Wilson In the world of business, risk is inevitable. But in my two decades of working with middle-market businesses, I’ve seen too many companies take unnecessary risks simply because they don’t fully understand their insurance coverage. The right insurance strategy isn’t just about … Read more
Contributed by Mary Pat King, Chief Executive Officer, Girl Scouts of West Central Florida Last summer, I moved my Girl Scouts of West Central Florida CEO office to the sewing room at Camp Wai Lani, for our Summer Camp season. The view of our organization from that angle allowed me to better connect with our … Read more
Clients with complex wealth often turn to large “Wall Street” firms or trust companies, but these organizations can sometimes present challenges. These firms may favor higher-cost investment products and standard solutions, which can lead to increased corporate profits. Additionally, there is a focus on acquiring new clients rather than providing exceptional service to existing ones. … Read more
The Changing Yacht Industry: Purchasing and Selling The process of purchasing or selling a yacht is thrilling. For buyers, it’s the beginning of new adventures with loved ones and the fulfillment of a dream. For sellers, it’s an opportunity to move forward and embrace new possibilities. However, without the right guidance, this process can feel … Read more
Contributed by Taylor K. Ranker, II, CEO and Personal CFO, Questmont Virtual Family Office At Questmont Virtual Family Office, we’ve decided to stick with one of our standard New Year’s Resolutions: to save our friends and clients more in taxes than ever before by discovering and implementing cutting-edge tax strategies. When evaluating tax strategies, we … Read more
Contributed by John Hill, co-founder and managing partner, Hyde Park Capital You have dedicated your whole life to building up your own company. You are proud of what you have accomplished and are looking for opportunities to maximize value. You might even dream of one day selling it to a private equity firm or a … Read more
Contributed by Troy Atlas, Storm Shielder in chief, Home Safety Solutions Tampa Bay is no stranger to the threat of hurricane season. Yet, the 2024 storm season was a stark reminder of the unpredictable and potential devastation of these forces of nature. As a region uniquely positioned in the path of major hurricanes, Tampa Bay … Read more
Philanthropy is not simply about spontaneous generosity—it’s about creating lasting change. A change that reflects your personal values and makes a tangible difference. In 2024, our community demonstrated remarkable generosity, uniting to support those affected by devastating hurricanes. These challenges highlighted the importance of strategically planning philanthropic giving to address both immediate needs and unforeseen … Read more
A study comparing major insurance company preventive care offerings to competing offerings. Health insurance premium costs have increased an average of 31% over the past five years. This significant price increase has prompted companies to develop a range of new care delivery models, focused on reducing the visit costs. To illustrate this point, this analysis … Read more
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