Blog2021-02-10T21:53:49+00:00

Finding the Right Wealth Manager for You

By |December 2nd, 2021|Categories: Financial Planning, Professional Advisors, Wealth|Tags: , , |

It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or

Comments Off on Finding the Right Wealth Manager for You

Quit Being a Landlord & Retire: How DST’s Help Retirees Find Time & Freedom!

By |July 28th, 2021|Categories: 1031 Exchanges, Asset Protection, Business Tips, Real Estate|Tags: , , , |

Great news! Your CPA has informed you, "you will make a lot of money through your real estate portfolio...the bad news, you

Comments Off on Quit Being a Landlord & Retire: How DST’s Help Retirees Find Time & Freedom!

Save 1031 Exchanges = Save Small Businesses

By |June 10th, 2021|Categories: 1031 Exchanges, Investments, Real Estate|Tags: , , |

Under President Biden's April 28th tax proposals, two would affect the world of 1031 Exchange's. Under these two proposals, Section 1031 would

Comments Off on Save 1031 Exchanges = Save Small Businesses

Navigating Credit Card Rewards During COVID-19 Times and Beyond

By |May 5th, 2021|Categories: Lifestyle|Tags: |

The pandemic has impacted people’s financial lives in ways both large and small. For many of us, it’s changed how we spend

Comments Off on Navigating Credit Card Rewards During COVID-19 Times and Beyond

Top Benefits for Real Estate Investors to Spring into DST’s

By |March 23rd, 2021|Categories: 1031 Exchanges, Asset Protection, Estate Planning, Real Estate|Tags: , , , |

Delaware Statutory Trust’s (DST’s) are legal entities that allow for fractional ownership of real estate assets by accredited investors. Beneficial interest in

Comments Off on Top Benefits for Real Estate Investors to Spring into DST’s

“We, the Family”: The Benefits of a Family Constitution

By |March 2nd, 2021|Categories: Family, Wealth|Tags: , |

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course.

Comments Off on “We, the Family”: The Benefits of a Family Constitution

Registered Investment Advisor (RIA) vs. Broker Dealer: What are the Differences & Who Should You Invest With?

By |February 19th, 2021|Categories: Financial Planning, Investments, Professional Advisors|Tags: , , |

To the unfamiliar, both professionals may seem the same, but there are differences that distinguish the two in ways that investors should

Comments Off on Registered Investment Advisor (RIA) vs. Broker Dealer: What are the Differences & Who Should You Invest With?

The Power of Purpose in Reaching Audacious Goals

By |February 8th, 2021|Categories: Business Tips, Lifestyle|Tags: , |

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number

Comments Off on The Power of Purpose in Reaching Audacious Goals

Recession Resilience in 2021 for 1031 Exchanges

By |December 23rd, 2020|Categories: 1031 Exchanges, Asset Protection, Investments, Real Estate|Tags: , , , |

Up until 9 months ago when the Coronavirus (COVID-19) officially impacted the United States, commercial real estate investors were experiencing one of

Comments Off on Recession Resilience in 2021 for 1031 Exchanges

Boost Your Efficiency and Effectiveness-at Work, at Home and in the World

By |December 7th, 2020|Categories: Business Tips, Lifestyle|Tags: , |

Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate

Comments Off on Boost Your Efficiency and Effectiveness-at Work, at Home and in the World

We Recognize Veterans Day by Helping Veterans In Need

By |November 11th, 2020|Categories: Family, Philanthropy|Tags: , |

Please join us in recognizing Veterans Day by helping our veterans in need. Your generous donation will help veterans through the Wounded

Comments Off on We Recognize Veterans Day by Helping Veterans In Need

You Need a Cohesive Wealth Management Team

By |November 9th, 2020|Categories: Financial Planning, Professional Advisors|Tags: , |

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your

Comments Off on You Need a Cohesive Wealth Management Team

How Do You Think the Presidential Election Will Impact Your Business in Real Estate?

By |November 6th, 2020|Categories: 1031 Exchanges, Asset Protection, Business Tips, Real Estate, Tax Planning|Tags: , , , , |

Today is November 6, 2020, three days post-Election Day. Like all of you, we anxiously wait as the results continue to be

Comments Off on How Do You Think the Presidential Election Will Impact Your Business in Real Estate?

Best Practices for Successfully Working from Home

By |October 22nd, 2020|Categories: Business Tips, Lifestyle|Tags: , |

The number of at-home workers has skyrocketed this year as the novel Corona Virus caused companies across the country to temporarily lock

Comments Off on Best Practices for Successfully Working from Home

Choosing an Executor for Your Estate

By |September 21st, 2020|Categories: Asset Protection, Estate Planning, Financial Planning, Wealth, Wills and Trusts|Tags: , , , , |

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You

Comments Off on Choosing an Executor for Your Estate

Five Big Mistakes Executors Make…and How to Avoid Them

By |July 28th, 2020|Categories: Asset Protection, Estate Planning, Family|Tags: , , , |

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows

Comments Off on Five Big Mistakes Executors Make…and How to Avoid Them

Smart Ways to Take Control of a Trust

By |July 28th, 2020|Categories: Asset Protection, Irrevocable Trusts, Wills and Trusts|Tags: , , |

Many successful families use Trust’s to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set-up

Comments Off on Smart Ways to Take Control of a Trust

The Importance of Personal Umbrella Policies

By |July 14th, 2020|Categories: Asset Protection, Family, Insurance, Wealth|Tags: , , , |

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others?

Comments Off on The Importance of Personal Umbrella Policies

Three Questions to Answer Before You Purchase Life Insurance

By |July 14th, 2020|Categories: Family, Financial Planning, Insurance, Tax Planning, Wealth|Tags: , , , , |

Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many

Comments Off on Three Questions to Answer Before You Purchase Life Insurance

Preparing Heirs for Their Inheritance

By |July 13th, 2020|Categories: Asset Protection, Family, Wealth|Tags: , , |

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can

Comments Off on Preparing Heirs for Their Inheritance

Don’t Leap Before You Look! The Powerful Benefits of Thoughtful Action

By |July 6th, 2020|Categories: Business Tips, Lifestyle, Psychology, Wealth|Tags: , , , |

When people are confronted with adversity, opportunity or both, they often react quickly-with the intention of dealing with the situation rapidly and

Comments Off on Don’t Leap Before You Look! The Powerful Benefits of Thoughtful Action

Want to Promote Family Entrepreneurship? Consider a Family Bank

By |July 6th, 2020|Categories: Asset Protection, Family, Tax Planning, Wealth|Tags: , , , |

A key objective among many single-family offices serving Super Rich families (those with a net-worth of at least $500 Million) is to

Comments Off on Want to Promote Family Entrepreneurship? Consider a Family Bank

Why You Need a ‘Business Plan’ for Your Family

By |July 6th, 2020|Categories: Business Tips, Family|Tags: , |

When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are,

Comments Off on Why You Need a ‘Business Plan’ for Your Family

How to Help Parents and Yourself Live Better at 80, 90 and Beyond

By |July 1st, 2020|Categories: Health, Lifestyle, Professional Advisors|Tags: , , |

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as

Comments Off on How to Help Parents and Yourself Live Better at 80, 90 and Beyond

The Importance of Family Governance

By |June 30th, 2020|Categories: Family, Professional Advisors, Wealth|Tags: , , |

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built

Comments Off on The Importance of Family Governance

The Four Types of Financial Advisors

By |June 24th, 2020|Categories: Financial Planning, Investments, Professional Advisors, Wealth|Tags: , , , |

Which one should you work with? We find that, by and large, people seeking financial advice, know how to look for a

Comments Off on The Four Types of Financial Advisors

The Importance of Stress Testing Your Wealth Strategies

By |June 17th, 2020|Categories: Insurance, Investments, Professional Advisors, Wealth|Tags: , , , |

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to

Comments Off on The Importance of Stress Testing Your Wealth Strategies

Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business

By |March 12th, 2020|Categories: Uncategorized|Tags: , , |

Three 'Spy Secrets' That Can Protect You, Your Family and Your Business Imagine yourself in a vintage tuxedo, sipping

Comments Off on Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business

The Super Rich Stress Test Their Financial Plans-and So Should You!

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , , |

The Super Rich Stress Test Their Financial Plans-and So Should You! The Super Rich (those with a net worth

Comments Off on The Super Rich Stress Test Their Financial Plans-and So Should You!

Elite Wealth Planning What it is and why it matters

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , , , , , |

Elite Wealth Planning What it is and why it matters Elite wealth planning often plays a key role in

Comments Off on Elite Wealth Planning What it is and why it matters

Four Ways the Super Rich Manage Their Wealth

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , , , |

Four Ways the Super Rich Manage Their Wealth The self-made Super Rich-people with a net worth of at least

Comments Off on Four Ways the Super Rich Manage Their Wealth

The Super Rich’s Three Big Fears-and How They Work to Overcome Them

By |March 12th, 2020|Categories: Uncategorized|Tags: , , , |

The Super Rich's Three Big Fears-and How They Work to Overcome Them Significant wealth can reduce many of life's

Comments Off on The Super Rich’s Three Big Fears-and How They Work to Overcome Them
Go to Top