Reading Time: 2 minutes Business owners and executives are known to invest numerous hours evaluating options, modeling potential deals, and considering outcomes before engaging in a transaction. The success of a deal, whether it be a merger, acquisition,...
Reading Time: 2 minutes A common question from mutual fund owners that we commonly receive during tax season is, “Will I have taxes due on mutual fund capital gains when I didn’t sell any shares of the fund?” The unfortunate answer is yes. In some...
Reading Time: 2 minutes Seventy-two percent of couples believe they communicate well about finances. However, only 43% report making investment decisions for retirement jointly, and 45% make day-to-day financial decisions jointly. Forty-seven percent of couples...
Reading Time: 3 minutes The growth of the family office has exploded over the last couple of decades with technological innovations, entrepreneurial success, and the overall development of the wealthy demographic. This can be highlighted by the various offerings, such...
Reading Time: 3 minutes In our first article of the family office series, we explore the history of the family office and how the evolution of this unique service offering has changed how families manage wealth. The First Family Office The origins of the family office...
