One of the complexities of estate planning is that the rules of the game are always changing. Right now we’re…
#family office wealth
Every Presidential candidate since 1976 has released their tax returns to the public, everyone except for Donald Trump. The New York…
Executive Protection Several years back I met an interesting individual during a family office networking event. Based on the crowd…
Can the aviation industry experience the same tech driven disruption so common in other markets? This past month, an odd-looking…
Many family offices choose to be engaged in philanthropy at some level. Unfortunately, selling stocks and other securities in order…
“You’ll hear from my lawyer, Jason!” Mr. Stevens yelled at his nephew as he stormed out of the room. Such…
There are a lot of options for investing. And one of the most popular choices amongst many high net worth…
It’s true that many private companies would gladly accept significant investment from a venture capitalist. However, there is a new…
Have you heard of agile? It’s often a buzzword in the workplace. Agile started as a philosophy related to software…