Features July 2018

You turn the TV off and walk away, trying not to think about what you’ve just heard: Another 600-point drop in the Dow; another panel of talking heads imploring you to sell. After a few minutes of nervous pacing, you put in a call to the firm managing your portfolio. You’ve been talked off this […]

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 […]

A changing culture has largely rendered archaic that old jingle of yesteryear, “Hey, Culligan Man!” giving way to something less gender-defined. But the good-natured fellow who’s owner and boss of, at last count, 37 of the water-treatment products company’s franchises, may still hear the original line from folks of sufficient longevity, and he’s more than […]

His professional responsibility may be sustaining generational wealth, but that doesn’t curb Eric D. Bailey’s commitment to those not sharing in the prosperity. Indeed, the distinguished founder of Bailey Wealth Advisors in Silver Spring, Maryland, is as comfortable interacting with quasi-governmental agencies, community groups, fraternal organizations and churches in aiding the less fortunate, as he […]

Plenty of wealth-management firms talk of fostering a family atmosphere—minus the occasional quarreling, of course. But for Mauricio and Eduardo Gruener, brothers and cofounders of the Miami-based GFG Capital, family is more than just fodder for a clever tagline. It’s how they do business. “Our work can be summarized as family first—one at a time,” […]