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A Charitable Planning Primer

A Charitable Planning Primer

Oct 26, 2021 | Article, Charitable Giving, Estate Planning, Tax Planning

KEY TAKEAWAYS Charitable planning is philanthropy that reflects a larger financial or estate plan.Charitable giving options range from the basic (wills) to the advanced (private foundations).Getting a second opinion about your current giving strategies can make sense....
Advance Your Wealth – Episode 11 – Do You Have What it Takes to Create Significant Wealth

Advance Your Wealth – Episode 11 – Do You Have What it Takes to Create Significant Wealth

Sep 21, 2021 | Tax Planning, Video, Virtual Family Office

Do you have what it takes to create significant wealth?

Do you have what it takes to create significant wealth?

Sep 21, 2021 | Article, Investments, Lifestyle, Retirement Planning, Tax Planning, Virtual Family Office

KEY TAKEAWAYS A commitment to achieving great results is crucial.A strong business model must be in place.The right team – including a wealth manager – is essential. As a business owner, you’re probably well aware that entrepreneurship is one of the best...
How we have moved from Savers to Investors

How we have moved from Savers to Investors

Sep 14, 2021 | Article, Asset Protection, Estate Planning, Investments, Retirement Planning, Tax Planning

Where we’ve been When we look at the current economic and market environment and then glance backwards over the last 40 years, we can see we’ve been in a unique kind of setting when it comes to the economic environment. The early 1980s had high interest rates...
What is a Private Trust Company?

What is a Private Trust Company?

Aug 31, 2021 | Article, Asset Protection, Estate Planning, Retirement Planning, Tax Planning

One of the more interesting ways that some wealthy families are addressing certain financial needs and concerns is through the use of private trust companies. Private trust companies can offer benefits to select wealthy families.Some reasons to consider a private...
Borrowing to Buy: Why Premium-Financed Life Insurance Makes Sense

Borrowing to Buy: Why Premium-Financed Life Insurance Makes Sense

Aug 24, 2021 | Article, Estate Planning, Tax Planning

If you’re not careful, you could end up leaving your family with a massive estate tax bill – without the liquidity to pay it. To avoid that outcome, elite wealth managers are increasingly looking to a type of financed life insurance that can be especially...
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