Avoid the Strategy Trap: Wealth Management for Generational Prosperity
For wealth creators who have the responsibility of creating the structure around generational wealth, it can be easy to fall into the “strategy...
What Wealthy Families Need to Know - Corporate Transparency Act
The Corporate Transparency Act (CTA) is the newest legislation impacting ultra-high-net-worth (UHNW) families, emerging amidst heightened efforts by...
Weighing Income and Estate Tax Savings with Future Flexibility
When someone with a concentrated stock position embarks on wealth transfer to future generations, a common strategy is to gift the stock to an...
The “Who, What, Where, Why, and How” of Private Placement Life Insurance
Who Should Consider A PPLI? Families with an allergy to income taxes and an appetite for tax-inefficient investments or investment strategies are...
Planning for a Liquidity Event
If you are in the enviable position of having years of hard work pay off with an upcoming liquidity event, there is a lot to prepare for before the...
Advice in the Age of Pandemic: Part II
The world is experiencing a public health and economic crisis unlike any other in modern times. We are in uncharted territory. While the COVID-19...
Advice in the Age of Pandemic
The world is experiencing a public health and economic crisis unlike any other in modern times. We are in uncharted territory. While the COVID-19...
Talking with Your Kids About Family Money – The Prenup Edition
Have the Prenup Discussion with Your Children Quite possibly, the only thing that parents dread more than talking with their kids about the birds and...
Why High Net Worth Families Should Use a Multi-Family Office
The Benefits of Adding a Wealth Management Firm to Your Advisory Team Fee-conscious, high net worth families who have a strong estate attorney and...
The Greatest Gift Wealthy Parents Can Give Their Children
3 Tips to Teach Your Children Responsible Spending As a multi-family office, our job often goes outside the normal bounds of typical financial...