Hero Image

Updates & Thought Leadership

Get access to the latest financial information and expert analysis from our team

Tax-Efficient Strategies When Selling a Business
Download more icon variants from https://tabler-icons.io/i/clock 5 minutes read

Tax-Efficient Strategies When Selling a Business

For business owners who may have worked for decades to build up their companies, deciding to sell the business can be an emotional process. But it’s also a practical one where savvy business owners need to find ways to minimize the tax implications of selling a business to benefit themselves and oth...
Read More
Now Is the Time to Review Estate
Download more icon variants from https://tabler-icons.io/i/clock 4 minutes read

Now Is the Time to Review Estate

Wealthy individuals who’ve completed their estate plans may consider the job done. But estate planning is a journey, not a destination. So many factors — personal, financial, and political — can change over time and challenge the effectiveness of even the best-constructed estate plan. That’s why it’...
Read More
Understanding Life Settlement: Recognizing the market value of your life insurance
Download more icon variants from https://tabler-icons.io/i/clock 4 minutes read

Understanding Life Settlement: Recognizing the market value of your life insurance

Many people think of life insurance in rather uninspired terms. They generally consider it a liability and an expense that shows up in cash flow projections, not a true asset. This is sometimes why investors will surrender a policy or let one lapse. But before doing either of those things, policyh...
Read More
How grantor trusts (and alternatives) aid estate planning
Download more icon variants from https://tabler-icons.io/i/clock 5 minutes read

How grantor trusts (and alternatives) aid estate planning

Grantor trusts have long been a valuable estate planning tool because they allow affluent individuals to separate assets for estate and income tax purposes. But a recent legislative proposal would have radically changed how these trusts could be used, effectively eliminating their tax shelter benefi...
Read More
How to Create Liquidity by Selling a Business to an ESOP
Download more icon variants from https://tabler-icons.io/i/clock 5 minutes read

How to Create Liquidity by Selling a Business to an ESOP

Selling a closely held business can be an incredibly complex process that requires a lot of thoughtful planning. For business owners, two challenges often come to the forefront: finding a buyer and creating a liquidity event for the business owner. Selling a business to an employee stock ownership p...
Read More
Why Average Rate of Return is Not the Key to Retirement Income Planning
Download more icon variants from https://tabler-icons.io/i/clock 4 minutes read

Why Average Rate of Return is Not the Key to Retirement Income Planning

Many investors use the average rate of returns as one of their primary metrics for assessing portfolio performance. In your earning years, the average rate is a useful benchmark because most people are focused on total wealth accumulation. But when you enter retirement, the order in which you expe...
Read More
Benefits of Private Placement Life Insurance (PPLI) for the Ultra-Affluent
Download more icon variants from https://tabler-icons.io/i/clock 4 minutes read

Benefits of Private Placement Life Insurance (PPLI) for the Ultra-Affluent

Tax rates are currently at or near historic lows. But ask just about anyone and the expectation is that taxes are sure to increase in the future. So, finding tax-efficient shelters for wealth accumulation is important for protecting long-term portfolio value and accomplishing tax planning goals. For...
Read More
Income Tax Planning in Early Retirement: Strategies for HNWIs
Download more icon variants from https://tabler-icons.io/i/clock 5 minutes read

Income Tax Planning in Early Retirement: Strategies for HNWIs

Anyone entering retirement must manage the tax implications that come with shifting their primary income source from their employer to other income streams like social security. But for high-net-worth individuals (HNWIs) with robust portfolios, income tax planning can be particularly complex. Retiri...
Read More
Cash flow in early retirement: Six considerations for high-net-worth individuals
Download more icon variants from https://tabler-icons.io/i/clock 6 minutes read

Cash flow in early retirement: Six considerations for high-net-worth individuals

Many people dream of retiring early so they can spend more time with family and their passions outside of work. But early retirement can present some unique risks, even for high-net-worth individuals. To ensure financial goals are met, thoughtful planning is required, particularly when it comes to c...
Read More
Download more icon variants from https://tabler-icons.io/i/phone-call 832-461-0789
Download more icon variants from https://tabler-icons.io/i/calendar-time
Schedule a Consultation