Maximizing Family Wealth When Selling Your Business provides a practical roadmap for business owners who want to achieve the best possible financial outcomes when exiting their companies. Drawing on extensive research and real-world advisory experience, the paper outlines the most common reasons sales fail to meet expectations and explains why only a small fraction of owners actually maximize family wealth from a business sale.

Building Highly Successful Accounting Firm Family Office Practices offers a comprehensive analysis of why many family office practices in accounting firms fall short of their revenue and client acquisition goals. The paper examines the growing preference of wealthy individuals for family offices over traditional advisors and outlines four distinct business models—from foundational accounting services to comprehensive, lifestyle-focused practices. Each model is evaluated for its profitability, client retention potential, and ability to meet the complex needs of high-net-worth clients.

A Brief Introduction to Private Placement Life Insurance explores the strategic advantages of using Private Placement Life Insurance (PPLI) as a tax-efficient wealth planning tool for high-net-worth individuals. The paper outlines how PPLI combines the benefits of life insurance with investment flexibility, offering policyholders access to customized investment options within a tax-advantaged structure.