Family Roadmap to Financial Independence for the Next Generation
We spend a lot of time with the families we partner with implementing a variety of initiatives – tax efficient wealth transfer and estate planning,...
Entrepreneurs & Executives: 5 Personal Wealth Items You Need To Be Thinking About
When discussing wealth management with founders and executives, some of the most common questions we hear are, “what should I be thinking about”, or...
Important Considerations: Real Estate Ownership Structure & Asset Protection
Real estate can be a significant asset on the family balance sheet and often holds a large emotional place within a family’s legacy. Oftentimes...
How to Disclaim an Inheritance (And Reasons Why You Would)
The idea of turning away inherited assets can be a difficult one to grasp for many people. Wealth often creates complexity and for some, being the...
Key Considerations When Deciding Between a Single or Multi-Family Office
The creation of substantial wealth is often born of tireless entrepreneurial grit and dedication. Once realized, the same effort spent on...
Charitable Giving Strategies for Entrepreneurs
Successfully founding and running a business not only creates personal financial stability and prosperity, but also provides entrepreneurs who are so...
Essential Estate Planning Documents & Considerations for Entrepreneurs
Do you want to protect your wealth, ensure your family is secure, and enjoy your retirement years with peace of mind? Have you considered...
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...
Creative Use of Lifetime and GST Exemptions
When signed into law in 2017, the Tax Cuts and Jobs Act (TCJA) substantially changed the unified lifetime gift and estate tax exemption; there is now...
Wealth Transfer Strategies: GRAT vs. IDIT
In this article, we will focus on two strategies used to transfer appreciation outside of one’s taxable estate during life – the Grantor Retained...