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Why 70% of Wealthy Families Lose Their Wealth by Gen 2—and How to Avoid It
A 20-year global study of more than 3,000 families revealed a staggering truth: 70% of wealthy families lose their wealth by the second...

Anatoly Iofe
4 days ago3 min read


When “Permanent” Isn’t Permanent
New tax rules sound good. But here’s what really matters for your wealth. Congress passed the One Big Beautiful Bill Act (OBBBA) , which...
barmaley13
Jul 73 min read


Happy 4th of July!
🎆 Happy 4th of July! 🇺🇸 Wishing you a relaxing and meaningful Independence Day filled with good food, great company, and a reminder of...
barmaley13
Jul 31 min read


10 Costly Mistakes Business Owners Make When Bringing Their Kids Into the Family Business
For many entrepreneurs, the business they’ve built isn’t just a source of income—it’s a legacy. A testament to decades of sacrifice, grit, and ambition. Naturally, many dream of passing it on to their children. But when it comes to succession, intention isn’t enough. Execution is everything.

Anatoly Iofe
Jul 15 min read


Customizing Your Private Placement Life Insurance Investment Strategy: Off-the-Shelf or Fully Tailored?
Private Placement Life Insurance (PPLI) is one of those tools few people talk about—but once you discover it, it’s hard to ignore. For...

Anatoly Iofe
Jul 14 min read


Avoid These 5 Common Family Meeting Mistakes
Family meetings are one of the most powerful tools for preserving wealth and values across generations—yet most families get them wrong. In this article, we break down the five biggest mistakes affluent families make when hosting family meetings—and how to avoid them. From making it all about money to cramming too much into one session, learn how to turn these gatherings into meaningful, strategic conversations that strengthen your legacy.

Anatoly Iofe
Jun 284 min read


Unlocking Smarter Funding: How COLI Supercharges NQDC Plans Without Breaking the Bank
Let’s face it—retaining top talent isn’t getting any easier. Equity’s diluted. Bonuses are taxed to death. And if your 401(k) fails...

Anatoly Iofe
Jun 233 min read


The Lawyer’s Complete Guide to Building and Protecting Wealth
Learn about Building and Protecting Wealth, Advanced Tax, Asset Protection, Diversification, and Planning Strategies for High-Income Attorneys

Anatoly Iofe
Jun 174 min read


How Founders and Investors Can Legally Eliminate Up to $10 Million in Capital Gains Taxes
Learn how Qualified Small Business Stock (QSBS) can help founders, early employees, and investors exclude up to $10 million—or more—in capital gains from federal taxes. Understand the requirements, benefits, and planning opportunities.

Anatoly Iofe
Jun 133 min read


Passive Income or Full-Time Job? The Truth About Real Estate Investing
Real estate is often marketed as the ultimate way to earn passive income. Buy a property, rent it out, and watch the money roll in—right?...

Anatoly Iofe
Jun 123 min read


The Hidden Struggles of the Wealthy: Why Success Doesn’t Always Feel Like Happiness
When most people picture a life of wealth, they imagine luxury, freedom, and happiness—private jets, dream homes, and never worrying...

Anatoly Iofe
Jun 94 min read


Stablecoins: Digital Liquidity for a Changing Financial System
Why Investors and Family Offices Can’t Afford to Ignore Them Anymore The financial world is evolving. As blockchain technology becomes...

Anatoly Iofe
Jun 45 min read


Incorporating Digital Assets into a Wealthy Investor’s Portfolio: A Strategic Guide
In today’s rapidly evolving financial landscape, digital assets are no longer just a niche topic for tech enthusiasts—they’re becoming a strategic component of modern portfolios, especially for wealthy investors and family offices seeking diversification, growth, and exposure to innovation.

Anatoly Iofe
Jun 34 min read


Investing in Fixed Income: A Simple Guide for Smart Investors
When it comes to building a balanced investment portfolio, fixed income often plays a critical role—especially for those looking for...

Anatoly Iofe
Jun 24 min read


Unlocking the Billionaire’s War Chest
Most people focus on higher returns. Billionaires focus on building smarter structures. That’s the difference between being rich for now...

Anatoly Iofe
Jun 14 min read


House Passes Major Tax Bill: What Wealthy Investors Need to Know
Last week, the House of Representatives passed a sweeping new tax bill. While it still needs Senate approval and could be modified along...

Anatoly Iofe
May 313 min read


Life After the Sale: How Business Owners Can Plan for a Fulfilling Lifestyle and Financial Security
For entrepreneurs, building a business is more than just work—it’s an identity, a mission, and often a life's purpose. But when that...

Anatoly Iofe
May 295 min read


How Global Families Can Bridge Compliance, Privacy, and Opportunity Across Borders
Strategic Wealth Planning for Mobile, Multinational Households In today’s interconnected world, wealth rarely stays in one place—and...

Anatoly Iofe
May 264 min read


Tax Alpha: How Strategic Structuring Can Add More Value Than Market Outperformance
When most investors think about growing wealth, they focus on market performance. But for wealthy individuals, it’s often not just about...

Anatoly Iofe
May 234 min read


Beyond the Benchmark: Custom Portfolio Engineering for High-Net-Worth Investors
Unlocking Personalized Wealth Strategies Through Private Markets, Tax Optimization, and Alternatives The traditional 60/40 portfolio —...

Anatoly Iofe
May 214 min read
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