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

Understanding the Power of Benchmarking in Investment Committees for Nonprofits, Endowments, and Foundations

When managing investments for endowments, foundations, and nonprofits, transparency, accountability, and strategic decision-making are essential. One powerful tool that helps investment committees achieve these goals is benchmarking—the process of comparing a portfolio’s performance to a relevant standard. But not all benchmarks are created equal.… Read More

3 Steps to Your Dream Exit WITHOUT Compromising Your Life’s Work

Would you like help creating your dream exit? You’ve poured your heart and soul into building your business. Every ounce of effort, every tough decision, and every sleepless night has helped shape it into something truly remarkable. It’s been like raising a child—watching it grow, thrive, and become something you’re incredibly proud of.… Read More

Navigating the 2025 Market Outlook: A Guide for Investors

As we move through 2025, investors are facing a range of economic factors that could significantly impact their portfolios. From taxes and tariffs to reduced regulations, the economic environment is shifting, and understanding these changes is essential for making informed investment decisions.… Read More

Asset Protection Strategies: Safeguarding Your Wealth from Risks and Liabilities

In today’s world, protecting your wealth is essential. With so many potential risks out there—whether they come from legal troubles, business challenges, or economic downturns—it’s important to have a solid plan to keep your financial resources safe.  This guide will walk you through various strategies to protect your assets and ensure your financial future remains secure.… Read More

Navigating Tax Changes in 2025: What High-Net-Worth Individuals Need to Know

As 2025 approaches, it’s important for high-net-worth individuals to prepare for significant tax changes. The expiration of key provisions from the 2017 Tax Cuts and Jobs Act (TCJA) could lead to higher income taxes, reduced estate tax exemptions, and adjustments to deductions.… Read More