Using Real Estate for Multi-Generational Planning

If you’re a high-income earner or business owner who has built wealth through real estate—or recently come into capital through a business sale—you may find yourself asking a deceptively simple question: “Do I have too many properties?” But the real question might be:“Am I using my properties in the most strategic way possible?”… Read More

What Should You Do With Your Exit Windfall?

Investment Choices Post-Exit You’ve built your business. You’re approaching—or already navigating—an exit. And now, you’re starting to ask the question every founder with a potential liquidity event faces: “What should I do with the profits from selling my company?” If you’re weighing your options, advice from peers and advisors probably falls into two major camps: public market investments (stocks, bonds, ETFs) or private investments (private equity, venture capital, direct investments).… Read More

Why Charitable Organizations and Endowments Need a Strategic Wealth Advisor

Charitable organizations and endowments exist to make a meaningful impact, but fulfilling their mission requires more than just passion and good intentions. Financial sustainability is the foundation of their success, ensuring they can support causes today and in the future. Yet, many nonprofits and foundations struggle with investment management, financial oversight, and regulatory compliance—areas where a strategic wealth advisor plays a crucial role.… Read More

The Increasing Importance of IP Valuation in M&A Transactions

When business owners consider selling their company, intellectual property (IP) is often one of the most overlooked yet critical components of valuation. Whether you’re selling to a private equity (PE) group or a strategic buyer, understanding how IP impacts a company’s worth can mean the difference between a good deal and a great one.… Read More

Protecting Your Wealth in an Uncertain Economy: Stress Testing Your Financial Plan

Economic uncertainty is a reality that investors, business owners, and high-net-worth individuals must navigate. Markets fluctuate, inflation rises and falls, interest rates shift, and global events can send shockwaves through the financial system. The key to long-term financial security isn’t just hoping for the best—it’s preparing for the worst.… Read More

Understanding Wealth Transfer Taxes: Minimizing the Impact on Your Estate

Wealth transfer taxes are a significant factor in estate planning. These taxes can reduce the amount of wealth passed down to your heirs, making it essential to understand how they work and what steps you can take to minimize their impact.… Read More

Top 2025 M&A Insights: Tech, ESG, and Emerging Opportunities

As we head into 2025, mergers and acquisitions (M&A) are shaping up to bring a mix of challenges and opportunities. Whether you’re a business owner thinking about selling or an investor planning your next move, understanding what’s coming can help you make smarter decisions.… Read More

How to Align Your Investments with Your Personal Values Through ESG Strategies

Investing is no longer just about building wealth—it’s also about making a positive impact. High-net-worth individuals are increasingly drawn to Environmental, Social, and Governance (ESG) investing as a way to align their portfolios with their personal values. ESG strategies allow investors to achieve strong financial returns while supporting causes they care about, from combating climate change to promoting corporate accountability.… Read More

Tax Implications of Selling a Business: What You Need to Know

When selling your business, taxes can significantly impact the sale and the proceeds you receive. Whether it’s part of your retirement plan or a strategic move to start something new, the financial rewards can be significant. However, the amount you actually take home from the sale depends heavily on taxes.… Read More

Maximizing Enterprise Value: Essential Steps for Business Growth and Success

Enterprise value (EV) reflects a company’s total worth, factoring in market value, debt, cash, and non-operating assets. It’s like the price tag on the business if someone were to buy it. The sales multiple compares EV to annual sales revenue, showing how the market values a company’s sales performance.… Read More