News and Updates

If you’re a dual US-Australian citizen living permanently in the United States with money in Australian super funds, you need to understand how these accounts are treated from a US […]

I recently received a question from a listener who sold a portion of their business and now has about $12 million invested, with $1.5 million set aside specifically for private […]

When you’re in the early stages of building out a family office, it’s tempting to move quickly. But one of the most common questions I hear is whether starting with […]

I recently heard from a neurosurgeon with roughly nine to ten million dollars spread across investments, retirement accounts, and ownership in a medical practice. As earning power has increased, so […]

When you inherit real estate after a parent passes, it can feel like a weight drops onto your shoulders overnight. Suddenly you are staring at multiple properties, multiple decisions, and […]