News and Updates
How Exchange Funds Work and When They Make Sense for Concentrated Stock Positions
I worked at the same company for almost 20 years, and I’m highly concentrated in appreciated stock. Selling even a portion would create a huge tax bill, but I know […]
Family office philanthropy rises, as they explore new ways to give
Full Article Link: Crain Currency – Family office philanthropy rises, as they explore new ways to give “It’s easier to give up some shares of Nvidia or Apple when the […]
Exchange Funds, IRMAA Surprises, and the Modern Watch Market
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we discuss how exchange funds can help reduce concentration risk for investors holding large amounts of appreciated […]
What to Include in a 2026 Investment Policy Statement Refresh
If your family office investment policy statement has not been updated for a decade, you are essentially making long-term financial decisions without a working guide. An IPS is designed to […]
Indexing from Overseas: Why Irish Funds Can Be a Practical Solution
Investing outside the United States can be surprisingly complicated, especially for people who are used to the simplicity and low fees of US index funds. In the US, investors can […]
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.