For families who find themselves in the exciting but fraught position of being asked to back a child’s venture-backed startup,...

What Private Placement Life Insurance Promises Private placement life insurance (PPLI) is marketed as a type of permanent life insurance...

Start With the Investment Itself Before we talk about bonus depreciation or any tax strategy tied to short-term rentals, I...

A family recently came to me with an situation that felt awkward on the surface but points to something much...

If you’re a dual US-Australian citizen living permanently in the United States with money in Australian super funds, you need...

I recently received a question from a listener who sold a portion of their business and now has about $12...

When you’re in the early stages of building out a family office, it’s tempting to move quickly. But one of...

I recently heard from a neurosurgeon with roughly nine to ten million dollars spread across investments, retirement accounts, and ownership...

When you inherit real estate after a parent passes, it can feel like a weight drops onto your shoulders overnight....

When portfolios get large and spread across multiple accounts, custodians, and reinvestment systems, tax loss harvesting becomes more complicated than...