Lessons from famous large estate disasters By Hutch Ashoo & Christopher Snyder At A Glance STRATEGIES FOR FAMILIES WORTH $5 MILLION TO $500 MILLION 7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning The insights you’ll discover from our published book will help you integrate a variety of wealth management tools … Read more
Investors, Advisers Both Make Mistakes By Hutch Ashoo & Christopher Snyder Several years ago Dalbar published a shocking study of investor behavior titled “Quantitative Analysis of Investor Behavior.” In 2005, Morningstar, the most widely followed mutual fund evaluation service, published its own study of investor behavior and how it affected investors’ rates of return. What … Read more
Right Strategies Can Help Lower Taxes As top wealth managers we know many very high-end professionals such as CPAs, M&As and attorneys. In this article we will share some strategies that can be utilized by the ultra wealthy to lower overall tax rates. We will also cover topics like family foundations and consolidating liquid family wealth — … Read more
What You Should Know About Family Wealth At A Glance • Substantial family wealth is completely depleted by the third generation 90 percent of the time • Private family foundations are a great tool to make a difference and involve your loved ones in causes that are near and dear to your heart • Communication … Read more
What To Do About Your January Portfolio Disaster Stories Told from Experience Things to ponder Although the overall news is bad we wouldn’t be writing about this if we didn’t have something of value for you. Let us start with the bad news. As of this writing, Jan. 23, 2008, the S&P 500 is down … Read more
How To Make Wealth Management Expertise Pay Off For You For a year we have written articles on wealth management. Our goal is to provide powerful real life scenarios with actual issues and challenges. Some stories were of financial disasters and others were of financial successes. Either way, we want you to learn from what … Read more
Selling Your Business Successfully – (Part 7) Because the sale of a business is usually an emotional experience, it is best to involve a trusted adviser (wealth manager, CPA, lawyer, investment banker or consultant) who has been through this process many times before. It is difficult to make rational, logical decisions in an emotionally charged … Read more
Could You Sell Your Google Shares For Billions Of Dollars? Few of us are as fortunate as insiders like venture capitalist John Doerr, who in this month alone has sold Google shares worth about $30 million. The reality is you don’t need to be a Google director to be financially secure. Whether you’re an entrepreneur … Read more
Selling Your Business Successfully – (Parts 5&6) Sizing up your situation One of the most important things you can do as a CEO is to ensure that your exit plan is current. Your plan should examine where you are now and where you need to go to realize your financial goals. It should also identify … Read more
Selling Your Business Successfully – (Parts 3&4) We believe it would be a big mistake to sell your business on your own, assuming you have a business worth seven or eight figures. We recommend the remaining steps only be accomplished with the help of your team. Back in December 2006, we were brought in to … Read more
