As we look ahead to fall, here’s a glimpse of what summer was like: Summer is when the valuation team prepares for the busy times ahead. While our work never truly slows down, we take this opportunity to help ensure we’re well prepared during the busy times. Our summer was full of initiatives lik...

Our very own CEO, Peter Moustakerski, was recently featured in Scott J. Allen, Ph.D.'s podcast, Phronesis: Practical Wisdom for Leaders, episode 243: Seeing Around Corners. Peter and Scott discus Navigating Change and Building Community, Maximizing Family Capital for Impact, Managing Complexity a...

The Synergy of Strong Networks and Personal Development In Part 2 of our Love & Legacy series, we explore The Synergy of Strong Networks and Personal Development. This will be done by examining 3 specific facets of this synergy that we at Boutique Matchmaking encounter every day: via Leveragi...

Love & Legacy When managing multi-generational wealth, the intertwining of love and family legacy presents unique challenges and opportunities for parents curious about how they can guide or positively influence their children's marital choices. At Boutique Matchmaking, we help nav...

Enjoy a recap of the 2024 Family Office & Wealth Advisor Forum by Erin Hulse, Founder of Deviate Consulting. DAY 1 | DAY 2 | DAY 3 Monday, July 15, 2024 | Day 1 Unlocking the Value of Time Capital John K. Coyle, Design Thinking Expert, Olympic Medalist, and Emmy Award Winner ...

By Peter Cunha, Director of Business Development Imagine having the power to be agile enough to dive deep into your endowment portfolio with just a few clicks. Diving deep within an endowment portfolio presents challenges requiring careful management and sophisticated tools. The complexity of ass...

By Wendy McCoy, Chief Strategist As an early advocate for AI-enhanced solutions during my time at IBM, it's surprising to suggest that family offices carefully consider the deployment of cutting-edge AI tools. While these tools can certainly support lean staffing models managing vast amounts of d...

Read this if you are interested in artificial intelligence (AI). Everyone is talking about AI right now. With the technology accelerating so fast, companies and individuals are struggling to figure out the impacts: Will it be helpful for businesses? Will it be harmful for employees? Will it ...

Read this if you are a business owner. At BerryDunn, we deal with company valuation on a daily basis. For example, consider the value of the following two hypothetical companies. Anita owns A+ Manufacturing, a car parts manufacturer that employs 100 people. Roger owns a very similar company...

Picture this: the sun-kissed waves gently lapping against the hull of your private yacht, the salty breeze whispering tales of undiscovered treasures. When seeking the epitome of opulence and adventure, there's nothing quite like a bespoke yachting holiday through azure waters. In recent years, t...