Affluent families with considerable wealth often face significant estate tax liabilities upon the death of a family member. To mitigate this risk, many wealthy families turn to permanent life … [Read more...]
Why a Globally Diversified Portfolio is More Important Than Ever
For decades, U.S. stocks have been the darling of the investment world, attracting investors from around the globe seeking high returns and stability. However, the world is changing, and the empirical … [Read more...]
How Private Equity Increases the Value of Private Companies
Private equity groups have gained a reputation for being ruthless investors who buy struggling businesses and turn them into highly profitable companies. While there may be some truth to this … [Read more...]
Pros & Cons of Business Owner Prenuptial Agreements
Prenuptial agreements are legal documents that are signed by couples before marriage to determine how assets will be divided in the event of a divorce or death. For business owners, a prenuptial … [Read more...]
The Truth About Investing in Gold
Investors have long been captivated by the allure of gold, a precious metal that has served as a store of value for thousands of years. But is gold a good investment? And just how has investing in … [Read more...]
How Business Owners Can Use Trader Funds to Reduce Tax Expenses
In most years, the top 1% of income earners in the United States pays about 40% of all income taxes, according to the latest data from the IRS. Because so many private businesses in the U.S. are LLCs … [Read more...]
Who Should be on Your Business Exit Planning Team?
For many business owners, their company is their most valuable asset. But as they approach retirement, they may be faced with the daunting task of selling or transferring ownership of the business. … [Read more...]
6 Ways Affluent Business Owners Use Their Wealth to Cultivate Greater Family Flourishing
For affluent business owners, wealth can be a tool for supporting greater family flourishing and unity. Flourishing is a state of optimal well-being – a family isn’t just going through the motions but … [Read more...]
Alternative Assets: Investing in Farmland, Timber, and Infrastructure
Investing in real assets such as farmland, timber, and infrastructure can be a way for investors to add alternative assets to their portfolio and increase diversification. These types of investments … [Read more...]
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