Book a consultation

Insights

Insights worth the time they take to read.

Articles reflecting our low-cost, stay-the-course philosophy, written for people making a decision rather than browsing.

Jan 28, 2025

Asset Allocation Strategies for UHNW Portfolios

At the ultra-high-net-worth (UHNW) level, the rules of wealth management shift dramatically. With portfolios exceeding $100 million, investors gain access to opportunities and challenges that simply don’t exist for most. When your portfolio reaches this threshold, you start getting different kinds of phone calls. Private equity firms approach you with pre-IPO opportunities. Real estate developers […]

Read article

Jan 28, 2025

Tax-Efficient Exit Strategies Every Business Owner Should Know

Running your own business comes with numerous tax breaks: deductions for expenses, healthcare premiums, and retirement plan contributions, to name just a few. In fact, they’re so numerous that many business owners don’t take full advantage of them. Even more challenging is looking ahead to reducing your tax bill when the inevitable happens: exiting your […]

Read article

Jan 17, 2025

When Should You Consider Establishing a Family Office?

We’re approaching what could be the largest wealth transfer in American history. However, wealth has a way of disappearing. According to a 20-year study of over 3,200 high-net-worth families, 70% lose their wealth by the second generation, and that number jumps to 90% by the third.¹ While Ultra-High-Net-Worth individuals and families are projected to pass […]

Read article

Dec 23, 2024

Estate Planning: Reduce Your Taxes While Growing Generational Wealth

2025 brings in big news for estate planning. Since 2018, we’ve enjoyed generous estate tax exemptions, and they were set to expire at the end of next year. However, with the reelection of Trump and a Republican sweep of Congress, it’s quite likely that those high exemption limits will be extended, and it’s possible that […]

Read article

Dec 23, 2024

SLATs: The Estate Planning Strategy You Might Be Overlooking

Would you like to help protect your family’s financial future without crossing any tax lines? While we all have to pay our fair share of taxes, the IRS actually provides numerous legitimate strategies to reduce your tax burden throughout your lifetime and beyond. The key is understanding and using these IRS-approved methods effectively. After all, […]

Read article

Reading only gets you so far.

At some point the questions become specific to your situation. That is a conversation, and the first one is free.

Book a consultation

Or call (941) 706-4151