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 […]

Income Splitting: A Smart Strategy to Reduce Your Family’s Tax Burden

Key Takeaways Diving into income splitting can provide your family with a real and cost-effective way to improve your overall tax burden. Reducing your family’s overall tax burden through strategic distribution of income can help you pay less overall. This method is based on knowing and using tax brackets to benefit your family. For instance, […]

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 […]