Blog Posting By Tag: Concentrated Wealth

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...
Posted: Jul 08, 2015
The Valley has experienced a dramatic shift over the years from using the competitive value proposition of stock options to attract and retain top talent, to offering restricted stock units as an attractive enticement. This trend started to... Read More...
Posted: May 16, 2014
A couple years ago my husband and I took our three children to Disney World. My son, who was six years old at the time, wanted so desperately to be brave like his older cousins. He reluctantly walked with me, locking elbows, through the line for... Read More...
Posted: Apr 02, 2014
While attending a healthcare conference in San Francisco several weeks ago, I was struck by the excitement and passion venture capitalists have for their businesses. Many of those VCs will go on to successfully change health care and technology as... Read More...
Posted: Mar 26, 2014
With the employment market finally beginning to tighten, compensation and perks are increasingly in play. Cutting the right deal for yourself has a lot to do with your individual tolerance for risk, your overall financial condition and of course... Read More...

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