The intricate relationship between our finances and our emotions cannot be overstated. While we often perceive financial decisions as purely...
If you are considering selling your lower-middle market business (revenues between $5M-$100M) now may be the perfect time to start preparing. It is...
In general, many small business owners say they want the lowest tax bill possible. Sounds nice, right? But what if that’s short sighted? We believe...
Private real estate debt is having its moment in the sun. The current economic turmoil is actually a good thing for private debt – from the private...
Sky-high income and business taxes are the top issues America’s largest private employer, family businesses, point to when looking at this year’s...
Right now, there is much uncertainty in the investment world. It is difficult to have a strong opinion about what an asset should be worth in one...
Adaptive reuse projects are all the buzz in the commercial real estate sector these days. Repurposing underutilized property is an excellent...
Marilyn Monroe is a household name that every American, no matter the age, has heard or mentioned at least once in their lives. For estate planners...
Herzogenaurach is a small Bavarian town where cobblestone streets carried the rhythm of daily life, and everyone seemed to know one another. In the town, Gebrüder Dassler Schuhfabrik (Dassler Brothers Shoe Factory) was creating a sports revolution that resulted in...
If Sneaky Pete sneaked past your streaming options, think again. While the themes of fraud, identity theft, violence, death, and moral compromise are similar to other family business crime dramas, they’re balanced with humor, charm, and fun. Sneaky Pete is the...
Success stories often end with the achievement itself, the company sold, the IPO celebrated, the estate secured. But what happens after the story everyone applauds? For many ultra-high-net-worth individuals, that’s when a new, quieter struggle begins, one that doesn’t...
My first job at our family's security company was janitor. I was fourteen. I swept floors, tested product, and packed boxes in the warehouse for shipments. Not because my parents wanted to teach me a lesson about humility (although they did). But because that was the...
