Articles
What Are Family Dynasty Trusts and Are They Right for You?
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?
Business Exit Strategies for Founders: How to Exit on Your Terms
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.
How to Sidestep the Generation-Skipping Transfer Tax
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’s Impact on Affluent Families
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.
Investing Like an Owner: Why We Resist the Urge to Rebalance
Rebalancing is often touted as an essential practice in wealth management. We beg to differ. Find out why following the crowd may be counterproductive to your wealth.
Selling Your Business and Paying As Little in Tax As Possible
Looking to sell your business? Learn about smart tax planning strategies that can help you keep more of what you’ve earned.