News and Updates
Pressure Testing Dynasty Trusts
We recently received a question about whether irrevocable dynasty trust made sense for a family, with the goal of using it to invest in direct deals, venture funds, and SPVs […]
Evaluating a Bitcoin Arbitrage Fund: Strategy, Costs, and Risks
A listener asked a straightforward question: he was considering an arbitrage fund in the Bitcoin space and wanted to know if I had any real experience with similar strategies. I […]
IPO Access, Dynasty Trusts, and Bitcoin Arbitrage Funds
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a tech executive in the Bay Area working through IPO allocation strategy after mixed results on SpaceX, then […]
Should Your Aging Parent Wait to Gift, or Give Now While They Can Enjoy It?
A listener wrote in about her 88 year old mother, sharp as ever, who has about $6 million in a brokerage account loaded with decades of embedded gains, plus a […]
Trump Accounts: A New Approach to Building Generational Wealth
Full Article Link: https://www.realtor.com/news/trends/trump-accounts-generational-wealth-homeownership/ Quote from Evan Mills “The value here isn’t really the size of the contribution limit; it’s the time. A dollar invested at birth is not the […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.