Archive | Business Planning

Securing YOUR Ultra-High Net Worth Portfolio And Estate In Light Of The Federal Reserve & 2017 Trump Administration Policy Changes: Part 1

It is always wise to evaluate portfolios and strategies on an ongoing basis. However, in times of change, the need is even greater. And with the Federal Reserve’s change in policy and the incoming 2017 Trump Administration, it is safe to say that ultra-high net worth families must be prepared for possible good times, and […]

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Selling Your Business Successfully – (part 1)

Profitable, well-managed privately held businesses sell for tens of millions or even hundreds of millions of dollars. So what steps should you follow to orchestrate a successful and profitable exit for yourself? Here are some critical success factors for a cash-out event: A good process: A logical approach that considers all factors. A good match: […]

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