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.
Should I Buy a Plane?
Thinking about buying a private plane? For some, it’s a smart move. For others, it’s a costly lifestyle shift. Here’s what to consider before you take off.
Navigating Sudden Liquidity As an Entrepreneur
Jeff and Zach walk through how entrepreneurs can navigate the aftermath of a major liquidity event, because smart decisions after the exit matter just as much as the ones that got you there.
Balanced Investment Strategies for HENRYs
Are you a high earner but not sure where to put your money? This article breaks down how HENRYs can balance enjoying their income now with building serious wealth for the future. Stop leaving money on the table!
Trying to Sell a Business? Learn How We Helped One Owner Find Success
Selling a business isn’t just a financial decision—it’s a turning point. Whether you built it from the ground up or took it to new heights, deciding to move on comes with a mix of excitement, uncertainty, and tough decisions. The process itself is complex, full of negotiations, tax implications, and strategic planning. And beyond the […]
Speculating vs. Investing: Understanding the Key Differences
By Jimmy Mortimer and Zach Whitchurch “The world is not driven by greed, it is driven by envy. The fact that everybody is five times better off than they used to be, they take it for granted. All they think about is somebody else having more, and it’s not fair that he should have it […]
How We Manage & Invest Our Own Money
By Jeff McClean and Zach Whitchurch At Solidarity Wealth, we don’t just talk about managing money—we live it. As entrepreneurs, we’ve navigated the same challenges our clients face: balancing the demands of building a business with establishing financial stability for our families. These experiences have shaped how we manage our own wealth and how we […]