High-net-worth families cannot afford to overlook an important fact: Wealth compounds after taxes. Taxes can impact wealth as much as investment returns or fees. Wealthy families may want to reduce … [Read more...]
How to Use a Family Limited Partnership in Estate Planning
What is a Family Limited Partnership? A family limited partnership (FLP) is a type of partnership that is often used as a tool for estate planning and wealth management. An FLP is a … [Read more...]
Understanding Behavioral Finance
Investors like to think of themselves as rational decision-makers. They analyze data, crunch numbers, and carefully consider their options before making a financial move. However, even the most … [Read more...]
How a Generation-Skipping Trust Can Benefit Your Family
As a business owner, you've worked hard to build your wealth and create a successful business. But have you considered how to maximize the after-tax value of your wealth for future generations? A … [Read more...]
The Top 10 Things Wealthy Families Do to Stay Wealthy
When someone becomes wealthy, such as through a successful family business or by working for a company that goes public, they can often assume all their problems will disappear now that they’ve “made … [Read more...]
Navigating the Risks and Rewards of Angel Investing: Strategies for Business Owners
Why Should a Business Owner Become an Angel Investor? There are several reasons why some business owners might want to become angel investors. Many business owners enjoy the opportunity … [Read more...]
The Basics of Cash Balance Plans for Business Owners
For some business owners, cash balance plans can offer tax benefits beyond other retirement plans. They can be an excellent way for business owners to build retirement funds quickly while offering tax … [Read more...]
Family Vacations: How Affluent Families Can Strengthen Bonds
If you’re a member of an affluent family, you know that money can buy a lot of things. But ultimately, you can only spend money in three broad ways: for things, experiences, and impact. Things: You … [Read more...]
The Benefits of Donating Real Estate to a Donor-Advised Fund (DAF)
Donating real estate to a donor-advised fund (DAF) can be a great way for business owners to reduce their tax liability and increase their charitable giving. What is a Donor-Advised Fund … [Read more...]
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