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
Selling Your Business Successfully – (Part 2) Wealth management is about making smart decisions with our wealth in order to achieve all that is important to us. We would argue that wealth in itself isn’t enough to help us achieve our goals and dreams. We must be proactive in managing taxation, investing, as well as … Read more
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: When entrepreneurs consider exit strategies, they tend … Read more
Where Financial Advice Falls Short, And Can Leave You Short Is your financial advisor asking the right questions? Is your portfolio routinely stress tested to keep you on course? The typical advisor is quick to find an appropriate asset allocation based on a client’s objectives, risk tolerance and time horizon. That’s the easy part. Take-aways … Read more
VC Investing Requires $10M, Patience How would you like to invest in future startups that may become the new Google, Yahoo, FedEx, Apple, or Intel? Through venture capital partnerships you may be able to participate in such rewarding companies of the future. According to the December 2007 National Venture Capital Association estimates, venture capital investments amounted to … Read more
Hedge Funds: Are The Huge Profits Real Or An Illusion? Whether you own a hedge fund or are contemplating investing in one, we would advise that you fully understand the benefits as well as the pitfalls of this type of investing. Hedge funds became popular when their returns shined during the market collapse at the … Read more
What families worth $8M must do to prepare for 45 percent tax. As we reflect on 2005 and why families with large estates, those exceeding $8 million, came to us looking for advice, what we conclude is that there is a surprising amount of confusion over estate taxes. The confusion exists, even though there are … Read more
Your Poor Planning Could Make Uncle Sam Your Biggest Heir Did you know that without proper planning, a $15-million estate can lose about $7.5 million to estate taxes, leaving the heirs to split the other $7.5 million? Instead, why not give your entire estate away twice – first to a charity, then to your heirs. … Read more
Strategic Asset Allocation for Ultra High Net Worth Individuals In the long run, concentrating your investments is unwise Wealth management and strategic asset allocation analysis assumes that roughly every three years we will experience a decline in the stock market and that every five years or so we will see a decline of 20 percent … Read more
Affluent Investor What Every Affluent Investor Must Know About Money Management If you as an affluent investor knew you had money managers, investment techniques, or mutual funds that on average tilted the odds in your favor (relative to passive management/indexing), you would bet on those managers all day long and as many times as you … Read more
