Spousal Lifetime Access Trusts: A Tax-Efficient Estate Planning Tool for Couples

Key Takeaways These trusts give power couples the tools to tax-efficiently preserve their wealth. They provide great flexibility, provide lifetime access to assets, and serve to reduce tax liabilities. With SPATs, couples can take a more hands-on approach to their estate, making sure their current financial success paves the way for long-term dreams. As the […]

Mastering Asset Location for Tax-Advantaged Investing

Key Takeaways Learning how to best utilize tax-advantaged accounts by mastering asset location can be an important step in maximizing your long-term growth. Mastering asset location is understanding which investments belong in tax-advantaged accounts to achieve the highest possible after-tax return. When you make tax efficiency your goal, you position your portfolio to perform better. […]

Unlocking Liquidity: How Art-Backed Loans Are Transforming Fine Art Collections

Key Takeaways Art-backed loans provide a perfect solution for anyone sitting on a valuable collection of fine art. Giving art owners an avenue to unlock liquidity, these loans allow art owners to get cash in hand without selling their collections. This financial medium unlocks the inherent value of fine art, presenting a powerful opportunity for […]

Dynasty Trusts: Ensuring Your Wealth Lasts for Generations

Key Takeaways A dynasty trust provides an intentional structure for preserving, managing, and protecting assets for generations. This flexible legal tool gives families the power to control their wealth. It allows them to mitigate future tax liabilities while protecting the financial wellbeing of their heirs. The trust’s design makes it possible for the wealth to […]

Unlocking the Potential of Private Equity Co-Investments: A Guide to Partnering for Success

Key Takeaways Private equity co-investments represent a real opportunity on the road to outsized returns through partnerships with seasoned institutions. The strategy allows investors to partner directly with private equity firms. Along the way, they’ll get access to these exclusive deals all while benefiting from the expertise and resources of these seasoned partners. Co-investments are […]

Intellectual Property Royalties: Unlocking the Value of Your Innovations

Key Takeaways Unpacking intellectual property royalties provides a real-world example of how to turn innovative concepts into an ongoing source of income. Intellectual property—patents, trademarks, and copyrights—is an important tool for protecting and commercializing innovation. By licensing these assets, creators can realize ongoing income potential, reinvesting in future creative work, without losing control of their […]

Investing in Intellectual Property Pools: A Pathway to Innovation and Diversification

Key Takeaways Investing in intellectual property pools provides a diversified exposure to cutting-edge innovations. These pools bundle patents from multiple fields, offering a convenient method to access a diverse set of technologies. By participating in these pools, you can get exposure to a diverse array of innovations, spanning fields such as biotech and software. You […]