David Rosenblatt, CPA, received his Bachelor’s Degree in Accounting from Syracuse University in 2011 and his Master’s Degree in Accounting at Hofstra University in 2012. David subsequently spent two and a half years with Grant Thornton LLP, where he obtained his CPA license. During his time at Grant Thornton, David served as the lead audit… Read more »

2020 has been an extremely challenging year for everyone, however there appears to be a very bright light at the end of the tunnel. While the pandemic continues to be a significant issue, we have several vaccines being administered, which hopefully will remove this horrendous virus from our lives and move us back into what… Read more »

Every company that is considering asking their employees to go back to the office should consider all of the protocols before moving forward. Here is a short checklist of the issues to be addressed: -Enhanced cleaning and disinfecting -Providing PPP equipment (masks, gloves, disinfectants, etc.) -Social distancing -Telework and cancellation of non-essential business travel -Seating… Read more »

The pandemic has caused numerous employers to layoff and furlough many of their employees over the past few months. There are several industries that have been hit the hardest including the airlines, restaurants, hotels, retail stores, cruise lines and many small businesses like gyms and hair salons. On the other hand, there are a number… Read more »

In light of the challenging situation that we are all experiencing due to the pandemic, we have found that using “temporary professionals” to fill in for people who have become ill or for other reasons are not able to fulfill their responsibilities has been quite successful. The advantages of using “temps” through Questemps, Inc. are:… Read more »

Compensation for executives in Family Offices typically correlates to the amount of assets under management, the complexity of the organization and their responsibilities. As assets under management increase, many Single Family Offices have and will continue to employ non-family members, which is clearly the current trend. In order to attract and retain the top executives,… Read more »

During this very challenging time, family offices and all organizations have had a difficult time figuring out whether to hire, how to hire and if they do hire, how to onboard and manage the individuals that they have hired. Due to social distancing and in order to prevent the spread of Covid 19, most organizations… Read more »

Edward Marshall, Managing Director at Boston Private is joined by executive search professionals, Michael Rosenblatt, President of The Quest Organization and Neil Kreuzberger, President of Kreuzberger Associates to discuss Family Offices and the effect that the pandemic has had on them and best practices in family office human capital management. Topics include: -How Family Offices have worked through… Read more »

The Quest Organization is a highly respected recruiting and consulting firm with a focus on family offices, healthcare, real estate, pharmaceuticals, financial services and closely held businesses that has been in business for over 30 years. In addition, we have a solution for working through the current crisis. Through Questemps, Inc., our temporary services company,… Read more »

CAN YOU MOVE FORWARD DURING THE PANDEMIC? While we are still going through this very challenging time, we have all had more time to truly evaluate our current business, how it has been affected by the pandemic and what it will look like afterwards. Unfortunately, many businesses will not survive, some will and others will… Read more »