Blog
Investing in Opportunity Zones
Qualified Opportunity Zone legislation was embedded in the Tax Cut and Jobs Act, signed into law on December 22, 2017. [...]
Are You In Between?
A couple of weeks ago, we wrote about the family office and described the single-family office, as well as the [...]
Are You Making These Important Calls?
Over the last several years, the number of single family offices has grown significantly, with more than 3100 offices in [...]
Women Billionaires
Several years ago, Forbes began publishing an annual list of women billionaires. The list, published this year in April, is [...]
Tips for Tracking and Managing Your Credit Score
A few weeks ago, Jim called and asked about how his credit score worked, as he was in the middle [...]
Regulatory Updates – Retirement Plans
The last six to eight months has seen a whirlwind of legislative and regulatory change. This week, we will look [...]