Blog
Crafting a Legacy: The Dos and Don’ts of Effective Intergenerational Wealth Planning
Intergenerational wealth planning can make some families feel like they’re trying to create a masterpiece from a block of marble. There is so much...
Maximizing Value: Strategic Pre-Liquidity Planning For Business Owners
For many business owners, an exit from the successful venture they have dedicated so much of their time and energy to can be overwhelming....
Year End Checklist: Tax Tips to Capitalize on Saving
With the year drawing to a close, it's a time of festivities, reflection, and, yes, tax planning. While taxes might not be as exciting as the first...
College Savings: Choosing The Optimal Strategy
With the average cost of a 4-year college education in the U.S. now at $145,744 ($36,436 per year) (Hanson, “Average Cost of College & Tuition”,...
Mastering The Art Of Family Meetings: A Practical Guide To Hosting
Our last post discussed the crucial role effective family meetings play in helping high-net-worth families overcome the challenges of...
The Power Of Family Meetings: Building A Strong Foundation For Multi-Generational Wealth Transfer
High-net-worth families face unique challenges and complexities when it comes to managing their wealth and ensuring a smooth transition of assets...
Equity Compensation: Considerations For Corporate Executives
Corporate Executives typically receive a significant portion of their compensation in the form of equity. This equity compensation can take many...
Business Sale Transaction Structure: Minimizing Tax Liability Through An F-Reorganization
As a business owner considering the sale of your company, it is critical to explore various strategies that could optimize one of the biggest...
Maximizing Your Philanthropic Impact
Despite lingering high inflation, fears of recession, geopolitical concerns and ongoing stock market volatility, Americans continue to be incredibly...
Recent Attention
December 31, 2024 | BY Donna Fuscaldo | Kiplinger
December 23, 2024 | BY Jeff Stimpson | Financial Advisors
December 16, 2024 | BY Josh Welsh | Investment News
December 12, 2024 | BY Kate Stalter | US News
November 26, 2024 | BY Josh Welsh | Investment News
October 21, 2024 | BY Jeff Stimpson | Financial Advisor