News and Updates
PE Exit Prep, Offshore Account Reporting, and Protecting Collector Vehicles with Hagerty’s Trent Abbott
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin by walking through what a business owner should be doing in the lead up to […]
Delaware Statutory Trusts, Illiquid Business Wealth, and Designing Legacy Homes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin by discussing whether a Delaware statutory trust can be a practical way for real estate […]
Stock Compensation, Inherited IRA Taxes, and Documenting Family Legacy
Transcript Intro Stephan Shipe: This week, we begin by examining why some publicly traded companies compensate employees with stock rather than cash, and how equity-based compensation changes incentives, liquidity, and […]
AI Concentration Risk, Concierge Medicine, and Avoiding Trust Disputes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth podcast. This week we begin by discussing how to think about concentration risk after significant gains in large cap tech […]
Evaluating PPLI, Investing in a Child’s Startup, and Cross-Border Tax Complexity
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth podcast. This week we explore private placement life insurance and how families should evaluate whether the promised tax advantages justify […]
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.