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Art Barre Soirée in Wilson, WY

April 1, 2017 by Avi Kantor

It began at the Matthew Day Jackson’s event as the sun was setting behind the Teton Mountains. A late summer chill descended upon the crowd, patiently witnessing a gentleman exhume, skin and dismember a lamb. Soon, the performance became a barbecue. Huddling around a large fire spit, Jason Borbay www.borbay.com, a local artist with a proclivity for neon paintings, turned to his left, extended a hand and introduced himself to David and Michelle Quinn. They discussed art, life and promised to continue the conversation over dinner. On a freezing night in Victor, Idaho—we decided to collaborate on something special—a happening of our own. As the friendship blossomed, their circle expanded to include Avi Kantor, David’s partner, and Rachel Kantor, the owner of Ski Barre www.skibarre.com.

And so last month, The Certior Group collaborated with Borbay to put on the first Art Barre Soirée; a pop-up exhibition and gathering at Ski Barre’s breathtaking new studio in Wilson. Borbay showcased ten of his bold, contemporary portraiture and neon paintings, including three never before seen pieces. Guests at the Soirée, perused Borbay’s electric artwork, sipped signature Jackson Hole Still Works cocktail and mingle with other fabulous locals. The Soirée was an exciting collaboration culminating in a fabulous night!

Filed Under: Recent Events

Announcing an Informal Empowered Wealth Study Group

April 1, 2017 by Avi Kantor

We’re pleased to announce the formation of an informal Empowered Wealth study group. We met recently at Nora’s in Wilson and had a very productive discussion on a range of topics. This forum is a great way to become more familiar with some of Empowered Wealth’s materials and concepts. Watch for announcements of future study group meetings.

Filed Under: Recent Events

The Impactful and Contagious Role of a Leader

March 1, 2017 by Avi Kantor

“I will study and prepare myself and someday my chance will come.”

– Abraham Lincoln

The short article below describes Warren Buffet’s idea that the qualities that make up good character can be learned and, in fact, are the results of choices that people make.

Warren Buffet Article

I’m reminded daily of the choices I make as a leader of my family and of The Certior Group. Whether I’m aware of them or not, the choices I make send messages to others about who I am and what matters to me.

One of the most important lessons I’ve learned from working with Empowered Wealth is that I have to show up every day with my “Leader Hat” on. I have to both lead by example and give others the opportunity to grow into their future roles as leaders themselves. I’m sure the same is true for each of you, especially as stewards of your family’s True Wealth. You too must simultaneously make decisions today, lead by example, and cultivate leadership in those who will one day take on responsibilities. These future leaders – especially the future stewards of your family’s True Wealth – must learn to lead in a world that we likely can’t imagine. Nevertheless, our role is to teach, guide, and help them become the leaders they are capable of becoming.

When we started The Certior Group, we saw an opportunity to support families as they steward their True Wealth. Collaborating with families and their advisors to cultivate family leadership is a challenge we’re prepared to take on. For further information, see our page on Family Stewardship.

Avi Kantor

Filed Under: Leadership Tagged With: Family, Leadership, Stewardship, True Wealth

Our True Wealth Design Process

February 14, 2017 by Avi Kantor

Encouraging rigorous, constructive debate is indispensable to navigating challenges of high uncertainty, from extending the bounds of knowledge to scaling a business. Argument is “how we come to understand things,” observes (David) Krakauer, a tough and contentious critic who sees (Santa Fe Institute’s) role as a crucible, a place where ideas are put to the test. “I believe in freedom and I believe in community. I also believe in rigor and…challenging nonsense.” Many companies, however, develop cultural and procedural barriers to productive debate, valuing organizational harmony over innovation. The challenge is to find the balance: to foster an environment where people feel comfortable sharing — and arguing — the merits of different perspectives”.

– Robert C. Wolcott

The Certior Group True Wealth Design Process is an important difference between our firm and most other wealth management and financial services firms that we’re aware of. It really comes down to the spirit of collaboration among advisers and a true client-first approach to our work. By collaboration, we mean healthy respect for other advisers and intense debate in order to co-create solutions for clients.

Collaboration Article

Before we begin debating and creating solutions, one of the first things we do for clients is to help them get organized. Nothing is more frustrating for a client and their advisers than to have too much data and information scattered in too many places for anyone to keep track of, let alone manage effectively. We take advantage of the excellent technology that’s currently available in order to create a personalized dashboard for our clients. This sets the conditions under which high-level collaboration and planning can occur. Please contact us at info@certiorgroup.com for more detailed information on how we can help you get organized, plan, and succeed with our unique tools and processes.

Our True Wealth Design Process

Avi Kantor

Filed Under: Family Office Tagged With: Certior Group, Family Office, True Wealth

Certior Group Welcomes Lane LaMure

February 14, 2017 by Avi Kantor

The Certior Group is excited to welcome Lane LaMure to it’s growing team of professionals as Chief Investment Officer. Prior to joining The Certior Group, Mr. LaMure founded and was the Chief Investment Officer of L2 Advisors, a private investment advisor to high net worth individuals and family offices. Mr. LaMure has over 18 years of public and private investment experience. Prior to starting L2 in 2012, Mr. LaMure served as a managing director at Attara Capital, L.P., a $1.4 billion long-short equity hedge fund, where he was responsible for real estate and real estate-related securities. Prior to joining Attara in 2009, Mr. LaMure served from 2005 as an equity analyst at Atticus Capital, L.P., a $20 billion long-short equity hedge fund. From 2002 to 2005, Mr. LaMure evaluated private equity investments in real estate, municipal bonds and real estate-related securities for Zephyr Management, L.P., and from 1998 to 2000 underwrote and analyzed real estate acquisition and development opportunities for the UBS/PaineWebber Real Estate Fund, L.P.

Mr. LaMure holds M.A. and Ph.D. degrees in government from Harvard University, an M.B.A. from the Harvard Business School, and B.A. and M.A. degrees in political science from Emory University.

Filed Under: Your Team Tagged With: Certior Group, Your Team

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