News and Updates

Start With the Investment Itself Before we talk about bonus depreciation or any tax strategy tied to short-term rentals, I want you to ask yourself one question: would you buy […]

A family recently came to me with an situation that felt awkward on the surface but points to something much bigger. They have three adult children, ages 36, 39, and […]

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 […]