News and Updates

For families who find themselves in the exciting but fraught position of being asked to back a child’s venture-backed startup, the urge to be supportive often collides with a healthy […]

What Private Placement Life Insurance Promises Private placement life insurance (PPLI) is marketed as a type of permanent life insurance with an aura of exclusivity. The idea is that you […]

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 […]

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 […]