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I take great pleasure in welcoming as Partners to our organization John Kendrick, Randy Miller and Mike Menerey. Each has many years of experience as formerly-seated chief financial officers, and the high-level expertise they bring - in strategic planning, business management and day-to-day financial operations - strengthens our ability to help area firms create, grow and sustain value.
In the introduction to each month's newsletter, I share what I'm hearing from Los Angeles CEOs and CFOs, and there is concern about the numbers coming out of Washington around the Federal budget deficit, our national debt, the projected growth rate, unemployment, expense reductions and revenue generators. I thought you might enjoying reading a related post I recently wrote for our blog, Fiddling While Rome Burns.
Below you'll find links to articles posted to our website since last month's newsletter, and we would appreciate a conversation if these topics overlap with your current initiatives or with those of colleagues you may recommend to us.
Sincerely,
Arthur F. Rothberg
Mangaging Director
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The article examines management and business plans by reviewing eight key elements along with how plans function in regards to business definition, competitive differentiation and strategic goals. 
Discussed are several types of family offices, the benefits of engaging with them to leverage wealth management services, and how they have become more affordable for families with lower net asset value.