Charitable Vehicle Options for High Income Years

For entrepreneurs and major stakeholders of Silicon Valley companies, a liquidity event puts in motion a series of complex and timely actions that investors must navigate, including potentially large tax bills to manage. For the philanthropically minded, one related tax-saving strategy worth exploring is the funding of a charitable vehicle. There are a handful of … Continued

Foundational Planning for the Busy Entrepreneur

Entrepreneurs are some of the busiest people on the planet.  Their responsibilities seem endless and their time is short.  When the “going gets tough and the tough get going,” having solid foundational financial plans for your business and family will help greatly.  In supporting entrepreneurial clients and their families, it is essential that the family … Continued