Blog Posting By Tag: Concentrated Wealth

Posted: Sep 13, 2017
While parents without substantial resources tend to discuss family financial matters with children out of necessity, those with means often avoid the topic. However, even for parents who are in a position to cover all of their family’s financial... Read More...
Posted: Aug 02, 2017
Every family is different.  Some are very open, sharing details about nearly everything in a loud boisterous manner; others are more reserved and less comfortable revealing personal information.  No matter what your family dynamic, there... Read More...
Posted: Jun 26, 2017
In today’s world of innovation, where one idea could turn a young entrepreneur into an overnight million(billion)aire, it is becoming increasingly common for a financially successful individual to accumulate far more wealth than their living parents... Read More...
Posted: May 02, 2017
With Republicans controlling both the White House and Congress, there is an increased likelihood of tax reform legislation hitting the debate floor.  Proposals by President Trump and the House Ways and Means Committee appear to support the... Read More...
Posted: Jan 30, 2017
Are you thinking of starting a business but do not have enough capital?  Consider creating a family limited partnership (FLP).  By pooling funds with family members you can open a business not otherwise possible due to lack of money or... Read More...
Posted: Dec 21, 2016
From Mount Rushmore National Memorial to the Crazy Horse Memorial to the Corn Palace and Wall Drug, South Dakota offers numerous must-see attractions.  You might ask what a state with a  population of just 858,469 (as of July 1, 2015),... Read More...
Posted: Oct 25, 2016
The decision to leave a start-up carries with it a host of considerations that differ significantly from the choice to depart from an established public company.  Specifically, if you are considering leaving your start-up company, there are... Read More...
Posted: Oct 25, 2016
In June of this year, Microsoft announced plans to acquire LinkedIn for $196 per share in an all cash deal. This is great news for LinkedIn shareholders and this is only one of 32,203 M & A deals announced during 2016 which total value estimated... Read More...
Posted: Jan 25, 2016
Many families hold philanthropy as an important family value and strive to find ways to give efficiently, perhaps accomplishing additional objectives in the process.  Investors, having lived with low interest rates for many years, are... Read More...
Posted: Oct 27, 2015
One nice feature of the increasingly popular charitable vehicle called the donor-advised fund (DAF) is the ease with which it can be established and managed. An equally important attraction is the ability to accelerate charitable deductions into... Read More...

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