Tuesday Sep 22, 2026

Michael Polk on the Call That Changed His Path

A phone call from Berkshire Partners in 2020 changed the direction of Michael Polk’s career for a second time. The private equity firm wanted him to lead Implus LLC, a fitness accessories portfolio company, just months after he had stepped back from public company leadership. An Unexpected Return Polk had recently left his post as […]

Michael Gold on the Advisor Shortage Threatening UHNW Family Planning

The timing could hardly be worse. Just as business owner transitions and intergenerational wealth transfers are accelerating, the financial advisory profession is heading toward a significant contraction. Nearly half of all advisors are expected to retire by 2035 and the advisors most likely to leave are those with the deepest experience serving ultra-high-net-worth families. Michael […]

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