Insights and Education

Unlocking the Power of Private Placement Life Insurance for Ultra-Affluent Families

Wealth advisors discuss solutions Corporate executives often seek compensation strategies that align their interests with shareholders...

By Billy Howard - Avantia Executive Director | Lead Advisor Our son turned 18 late last year and graduated high school this spring. On...

Section 1202 of the IRS code presents a significant opportunity for eligible business owners to save millions of dollars in taxes.

Unlocking Retirement Savings: The Mega Backdoor Roth IRA

Real Estate Professional Rules Explained

Amazon RSU policy and new RSU choice

Location of assets in a client’s financial structure to take advantage of the structural tax differences of the investments available.

As our clients’ wealth grows, we look to bring effective planning techniques to their attention.  One such area of planning is around...

Concentration risk in single equities is a common puzzle for ultra-high-net-worth families.

Consider donating long-term appreciated securities as a part of your charitable planning.

Comparing Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Private Foundations.

join our clients for a discussion on the key provisions of the program so that our families can best take advantage of their benefits

a 7% tax on the sale or exchange of long-term capital assets, such as stocks and business interests, above a $250,000 annual threshold.

Family businesses, hold a special place in the hearts of their owners, embodying a legacy of pride, identity, and shared dreams.

Transitioning your business is a significant endeavor that involves careful consideration and planning.

We outline four powerful tools commonly used to help UHNW Children acquire a home: outright gifts, loans, leases, and irrevocable trusts.

Many individuals are aware of the importance of managing their finances with purpose but putting that knowledge into action can be...

There are several ways in which a wealthy family can better position themselves to borrow.

Federal Estate Tax exemption amounts are set to change. Is your estate plan ready for this?