News and Updates
Treasury Ladder vs. Money Market: Structuring Cash After a Business Sale
A listener wrote in: They sold their business 18 months ago and are sitting on roughly $12 million in cash, split between a high-yield savings account and a money market […]
Do You Have to Charge Your Kids Rent to Use the Family Lake House?
A question came in recently from a couple who own three properties across two states. Their kids and grandkids use them freely throughout the year, and everything seemed fine until […]
Pre-IPO Planning: What to Do Before the Lockup Lifts
A software engineer at one of the major AI companies wrote in this week. He joined three years ago, the company is heading toward what could be one of the […]
Why Hitting $10 Million Didn’t Feel Different
A listener wrote in this week with a problem I hear constantly from successful business owners. He is in his mid-40s, still running his company, and has about $10 million […]
Charitable Remainder Trust vs Donor Advised Fund: Which One Fits Your Situation
At some point in the planning conversation, families with charitable intent will ask whether a donor advised fund or a charitable remainder trust is the better structure. Both are real […]
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.