Features Wealth Management

Ted Kakoyiannis – Valyrian Capital LLC

Ted Kakoyiannis was at a point of professional atrophy. As a transactional attorney in the real estate realm, he was negotiating and drafting contracts and loan documents and advocating for his clients—but he wasn’t really creating anything. Then, another possibility began to reveal itself: As his experience grew, he recalls, clients were increasingly asking him […]

Tim McCoy – The London Company

Don’t ask the folks at The London Company to predict the future—even a little bit. That’s just not what they do. Instead, their approach is deliberate, measured and simple. Rather than jumping at the shiniest new objects—say, the trendiest and latest IPOs—and essentially betting on uncertainty, their focus is on purchasing companies with sustainable competitive advantages and […]

Tamara Surratt – Legacy Family Office

A seasoned and savvy wealth adviser with an MBA from Gulf Coast University, Tamara Surratt works with multigenerational families, from the wealth creators themselves all the way to the youngest generations, to help families preserve and grow their wealth. Engaging the entire family is important because, statistically, the odds are against families hoping to pass […]

Testimonials

We worked with Nick Randall of Equity on a cover article about our CEO at wealth management firm, Lido Advisors. The experience from start to finish was extremely professional. The article was well written and the finished product looks terrific. Really puts the firm in a great light.
– Greg Kushner, Lido Advisors

LATEST EDITION

vol. II 2019

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