Expert Articles


Jun
2025

Private Credit: What High-Net-Worth Families Need to Know

More and more sophisticated investors are looking beyond traditional stocks and bonds and turning to alternative options, including private credit, as a compelling alternative. By doing so, investors can add investments with different influences and behaviors to create a more balanced portfolio. These are the ins and outs of private credit.

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Jun
2025

Prioritizing Long-Term Planning for Business Owners and Their Legacy During Economic Downturns

For owners with a considerable share of their wealth tied to their privately held businesses, it’s easy to postpone future planning when faced with immediate economic challenges. Despite such pressures, long-term strategic planning, including your eventual exit, remains crucial. Consider these points…

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May
2025

Beyond Annual Profits: Understanding Your Business’s True Return on Investment

Whether your intentions are to exit your business in 6 months or 6 years, having insight into your ROI allows you to properly position your business when you are ready to engage in an exit. Being able to clearly articulate the business’s expected returns and associated risks enhances your planning process and negotiating position.

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Mar
2025

Navigating the Delicate Dance: Communicating Your Exit Strategy to Your Management Team

Many owners perceive exit discussions as highly confidential, fearing that premature disclosure will trigger anxiety and departures among key personnel. However, just as a well-crafted business plan guides a company’s direction, a thoughtfully communicated exit strategy can transform potential apprehension into a shared vision for the company’s future.

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Dec
2024

Unlock the Full Potential of Your Business with Strategic Partnerships

At some point in your business ownership journey, you’ll reach a point when you need to consider life after the business. Getting the most out of your life’s work will take a team of financial experts assembled years in advance. These are some of the key steps you should take to build your business exit planning team to reap the full benefits you deserve.

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Nov
2024

The Benefits of a Delaware Statutory Trust for Real Estate Investments

A Delaware Statutory Trust is a legal structure that allows investors to hold fractional ownership in a portfolio of real estate instead of investing in an outright purchase of a single property. Beyond the deferral of capital gains taxes, there are many advantages of using a DST for a 1031 exchange. Here are five of the most advantageous benefits for investors.

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Jun
2024

Are You Prepared for the 2025 Sunset of Estate Tax Exemption Limits?

At the end of the year 2025, the estate tax exemption limits expanded by 2017 Tax Cuts and Jobs Act are set to expire. If Congress allows that to happen, lifetime exemption amounts will effectively be cut in half. These are the implications high-net-worth individuals should understand and the preparations that should be taken for the potential sunsetting of this current benefit.

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Mar
2024

What's Causing Chaos in Homeowners' Insurance?

In recent months, we've had many conversations with clients regarding current factors impacting their wealth. A frequent recurring topic has revolved around recent changes in homeowners' insurance. To shine a bit more light on the subject, we sat down with insurance expert, Hanna Ogle, to share her insights on the subject.

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