Understanding Private Market Secondaries: Value in Pre-IPO Equity Opportunities

Key Takeaways Looking at private market secondaries can provide a new, innovative route to accessing pre-IPO equity opportunities. This space allows you to buy into shares of private companies prior to their initial public offerings (IPOs) – usually at a significant discount. For those of us focused on finding value, diversifying portfolios and uncovering growth […]

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, […]

Pre-Sale Estate Freeze: Locking in Values Before Your Business Exit

Key Takeaways It provides them support as they look to lock in asset values prior to their business’s big exit. This pre-sale estate freeze strategy enables you to lock in your asset values at today’s historic highs. By doing so, you could make your future tax obligations less burdensome and your ultimate financial outcome more […]

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 […]

5 Tax-Efficient Corporate Structures for Entrepreneurs with Global Ambitions

Key Takeaways If you’re an entrepreneur with global ambitions, the right tax-efficient corporate structure will help you build that business. Entrepreneurs need to understand how different structures can optimize tax liabilities while supporting growth. It’s not just about identifying the right structure to achieve their strategic business objectives, it’s about complying with different, sometimes complex, […]

Premium Financing for Wealth Preservation in Life Insurance

Key Takeaways Premium financing of life insurance provides an effective means to maximize these benefits. Through the strategic use of borrowed funds, people can achieve both liquidity and the peace of mind that comes with sound life insurance protection. This strategy minimizes the strain on cash flow, a significant benefit for individuals with large net […]