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Creating a Lasting Legacy Through Thoughtful Planning
True wealth isn’t just about financial success—it’s about the impact you leave behind. As a high-net-worth entrepreneur, you have the unique opportunity to shape your legacy through philanthropy, family governance and impact investing. These strategic approaches ensure that your wealth… Read Now >>
The Importance of Business Contingency Planning
March 13, 2024
In the ever-evolving world of business ownership, you must expect the unexpected. For entrepreneurs and real estate investors managing substantial assets, the ability to swiftly adapt to unforeseen events is not just a skill. It is a necessity. This is… Read Now >>
What is a Family Constitution?
March 6, 2024
When it comes to wealth management and legacy planning for affluent families, the concept of a family constitution is gaining traction. But what exactly is a family constitution? And, how does it play a pivotal role in managing your family’s… Read Now >>
6 Ways to Minimize Your Estate Taxes
February 28, 2024
For high-net-worth entrepreneurs, estate planning is not just about deciding where assets should go after you’re gone. It’s also about implementing strategies to minimize estate taxes. You must ensure the wealth you’ve worked hard to build is preserved and passed… Read Now >>
Estate Planning Strategies to Protect Your Business Legacy
February 21, 2024
For entrepreneurs, your business is not just a source of income; it’s a part of your legacy. Effective estate planning is crucial to ensure that both your personal and professional legacies are protected and passed on according to your wishes.… Read Now >>
An Entrepreneur’s Guide to Selecting the Right Estate Planning Attorney
February 14, 2024
For affluent entrepreneurs, selecting the right estate planning attorney is a critical decision. The right legal guidance can not only protect your wealth, but also the legacy left for future generations. An estate planning attorney’s role is to provide guidance… Read Now >>
Unlocking Infinite Returns in Real Estate: A Strategic Guide
February 7, 2024
In real estate investing, the concept of “infinite returns” is the ideal scenario. It happens when the investor is able to recoup their initial investment, while continuing to generate additional cash flow and grow their investment portfolio without investing any… Read Now >>
Honoring the Timeless Wisdom of Charlie Munger
January 24, 2024
The investment world recently bid farewell to one of its most esteemed figures: Charlie Munger. In case you didn’t know, he was the Vice Chairman of Berkshire Hathaway and long-time business partner of Warren Buffett. Munger was not just an… Read Now >>
How to Navigate Unpredictable Stock Markets
January 17, 2024
In the world of investing, stock market predictions are everywhere you look. Financial analysts and industry “experts” are always willing to share their forecasts for market trends, anticipated stock performances and economic shifts that may affect the market. Yet, these… Read Now >>
How to Take Advantage of Catch-up Contributions
January 10, 2024
When the SECURE 2.0 Act was enacted in 2022, it brought a lot of changes to affect financial planning strategies. One of the big additions allowed taxpayers to change their retirement plans by allowing for catch-up contributions starting in 2025.… Read Now >>
What is the NIIT and How Might it Affect Your Taxes?
January 3, 2024
Is the net investment income tax (NIIT) relevant to your financial situation? This is an important tax to understand when it comes to your overall financial planning and specific tax planning throughout the year. NIIT Basics The NIIT is a… Read Now >>
