Articles

Private equity isn’t what it used to be. If you’re considering a PE fund or investing directly, read this first.

Venture capital can be both exciting and risky. If you’re thinking about backing founders, joining cap tables, or getting into funds, here’s what successful investors need to know before they write the check.

Dynasty trusts offer ultra-wealthy families an effective legacy planning tool to avoid estate taxes, protect assets from creditors, and preserve family wealth for generations. But is it right for your family?

Thinking about stepping away from your business? Start with the real questions:
– Did you build what you set out to?
– Are you still the right fit for what’s next?
– Can your company thrive without you?

Read our latest post on how to exit on your terms.

For ultra-wealthy families, the estate tax may be bad enough, but an extra tax on your grandchildren’s inheritance? Learn more about the Generation-Skipping Transfer Tax and how to mitigate it.

The OBBBA just rewrote key parts of the tax code. What does it mean for your business, your estate plan, and your next big move? Find out here.