The markets erupted in celebration following Fed Chair Jerome Powell's Jackson Hole speech, but the underlying reality suggests this...

Bitcoin—and the wider world of cryptocurrency—remains a rapidly evolving topic in finance, attracting both interest and healthy...

Estate Equalization: Keeping the Cabin and  the Kids 1. What’s the Real Problem? When a family owns an illiquid, lopsided asset—think a...

An often-cited multi-decade study of affluent families found most lose substantial wealth by Gen-2 and even more by Gen-3—less from markets, more from gaps in trust, communication, and readiness (see   Williams & Preisser’s Preparing Heirs   for background). Don’t make this abstract. Fix the human layer first. Start here:   run   quarterly wealth huddles   while the patriarch/matriarch is alive. Keep it simple: a one-page net worth, a values statement, and open Q&A. When disc

The treaty allocates taxing rights. It doesn’t erase tax. For UK–US families, the traps are residency, pensions, and the U.S. savings...

For founders, family offices, and mobile professionals who think “offshore” automatically means zero tax and easy banking—read this...

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...

New tax rules sound good. But here’s what really matters for your wealth. Congress passed the One Big Beautiful Bill Act (OBBBA) , which...

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

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.

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...

Wealthy families spend years accumulating assets and building legacies, but many estate plans fall apart under their own weight. Too many...

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.

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...

Learn about Building and Protecting Wealth, Advanced Tax, Asset Protection, Diversification, and Planning Strategies for High-Income Attorneys

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.

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?...

When most people picture a life of wealth, they imagine luxury, freedom, and happiness—private jets, dream homes, and never worrying...

Why Investors and Family Offices Can’t Afford to Ignore Them Anymore The financial world is evolving. As blockchain technology becomes...

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.