Anthony Fiedler
@fiedlerfyi
Anthony Fiedler
@fiedlerfyi
Fundraise and
Fundraising from Family Offices - primer
ETA - Entrepreneurship through Acquisition and M&A
Growing Business Through Account Planning - Sales Planning - ETA and PE
Sourcing Debt / Equity
Fundraising
Building Family and Financial Advisor
Living within means / net worth / annual income. Targeting avg of 4% of net worth and annual income for annual spend. I like this rule of thumb.
Closed-end funds and evergreen funds, investing off the balance sheet.
Alternative investments

Venture Capital and Startup Building
Investing as a VC firm or startup magnet hunting - what is your way to attract
PE moving from LPs to bring inhouse on investments to be able to draw capital whenever they want - Blackstone / Berkshire with access off the balance sheet on permanent capital.
Interesting that as PE has been open to 401k individual investors, it has also become more opaque as governance will typically lack without the intermediary relationship of GP/LPs.
Digital Assets and Cryptocurrency
Bitcoin / cryptocurrency gifting to those without wallets / addresses.
OpenDime as hardware / key solution.