Successful Succession Planning
While the thought of a company leader falling ill or worse is never pleasant, there can be dire consequences for companies that do not have contingency plans in place for such events. The smooth transition of leadership within a company is vital, especially because client needs must continue to be fulfilled and employees still require […]
Sale of a Family Business: Best Practices & Costly Pitfalls to Avoid
When a family sells its business, the overlap between business and family can unearth unexpected challenges. Proactive succession planning that navigates best practices and costly pitfalls can keep both the business and the family on track. This webinar will highlight fundamental differences between preparing the business for a third-party sale and grooming it for a […]
Top Considerations When Investing in a Unique Asset Class
The term alternative investment may sound odd at first, but it is simply any investment outside traditional asset classes which include stocks, bonds and cash. Alternative investments may include a venture capital firm investing in a biotech startup or owning interest in a professional sports team. The practice is much more common than you may […]
Best Investment Options: The Compounding Power of High Quality Stocks
Investing is a delicate process that takes many different factors into account. The main goal in investing, however, is to pick the right stock, which is easier said than done. For example, if you were tasked with picking between car manufacturer General Motor’s (GM) stock and aftermarket car parts O’Reilly Auto Parts (ORLY) stock in […]
Actionable Ideas: Can I Really Do That With a Donor-Advised Fund?
Donor-advised funds are remarkably flexible and versatile. Learn how many of our clients – whether or not they consider themselves to be philanthropic – are employing DAFs to minimize their income tax burden, reduce family conflict, structure their charitable giving for greater impact, diversify assets while avoiding capital gains tax, teach their children positive values […]
5 Intangible Assets You Get By Working with a Wealth Management Firm
While high-net-worth individuals are no strangers to hard work, they may find that their time and talent are busy maintaining a complicated portfolio rather than working towards the passions that got them where they are in the first place. Many high-net-worth individuals don’t see the value or advantages of working with a private wealth management […]
A Letter From the CEO
It was the thrill of a lifetime crossing the finish line off of Diamond Head at the conclusion of the 51st Annual Transpacific Race. The Transpac from Long Beach to Honolulu is one of the oldest and longest ocean races. The race started July 17th and would conclude seven days later after traveling 2,225 nautical miles. We […]
The Road to Full Employment
Introduction The U.S. economy maintained its strong momentum in the second quarter. Earnings estimates for the next 12 months also continued to rise on the heels of a robust economic recovery. As a result, the U.S. stock market generated solid returns in the second quarter. The S&P 500 index rose by 8.5% while the Russell […]
Top Estate Planning Tips for Those Nearing Tax Exemption Limits
Death and Taxes are two certainties in life, but specific details are lacking leaving them uncertain. The current estate tax exemption is sitting at $11.7 million for singles and $23.4 million for married couples and is set to expire in 2026. While the future of the exemption rate remains uncertain, few advisors are anticipating that […]
The One Strategy High Net Worth Individuals Depend On To Grow Wealth
Beginning wealth accumulation can be a stressful phase in your lifetime and the pressure that comes with growing your wealth grows with it. Many people may find themselves starting a strategy to deal with high-priority action items, but aren’t able to see how everything works together. Whit Batchelor, Senior Vice President and Client Advisor at […]