Maximizing your tax-exempt gains with Qualified Small Business Stock (QSBS)

Key Takeaways QSBS can be an effective way for certain investors to gain tax-exempt status on large capital gains from federal taxation, provided that they meet certain requirements. Investors who hold QSBS for over five years are eligible for these tax-exempt gains. This sometimes-overlooked tax incentive encourages investment in small businesses, driving economic growth and […]

Personalized Hedge Fund Mandates: Tailoring Alternative Portfolios for Ultra-Wealthy Investors

Key Takeaways Personalized hedge fund mandates provide ultra-wealthy investors with substantial advantages by crafting tailored alternative portfolios. These personalized mandates center on matching investment strategies to specific investor goals, preferences, and risk tolerance. They provide almost limitless flexibility and access to a wide variety of asset classes. Using these tools together, you can construct portfolios […]

Using Intellectual Property as Collateral for Loans

Key Takeaways Using intellectual property as collateral is a strategic resource that provides an advantage. By using patents, trademarks and copyrights as collateral, companies can obtain loans and increase liquidity. An important asset, intellectual property (IP) provides an intellectual and creative bedrock upon which businesses can build and borrow against innovation for economic capital. Today, […]

Cyber Insurance for High-Net-Worth Family Offices

Key Takeaways Cyber insurance for high-net-worth family offices is essential in protecting digital assets. As financial professionals, it’s absolutely imperative that we understand the new world of cyber threats and the measures we can take to protect ourselves. Cyber insurance provides a complementary, powerful layer of security—a safety net that fills the gaps where traditional […]

Building a Perpetual Endowment: Strategies for Long-Term Wealth Management

Key Takeaways This is more than just a long-term strategy. It involves creating strategies that will keep that wealth intact for a century or more. With an eye toward long-term growth, we dig into strategies that align risk with opportunity. By utilizing diversified investment portfolios and adaptive management, endowments can continue to flourish in any […]

Reinsurance as a strategic investment for consistent portfolio returns

Key Takeaways In this post, we explore why reinsurance as an investment presents a down-market opportunity to capture more attractive, consistent returns from the insurance back-end. This under the radar, yet highly efficient space allows investors to tap into a market that features positive returns, low volatility, and capital appreciation. Investors flood into the reinsurance […]

Maximizing Wealth Control with Family Limited Partnerships

Key Takeaways FLPs provide families the opportunity to manage their assets, all the while keeping control over who makes important decisions. Intended for individuals looking to maximize their estate planning efforts, FLPs represent a powerful estate planning tool for transferring wealth efficiently across generations. By placing these resources into a partnership, families receive substantial tax […]