Thanks to changes in technology and legislation, elite family office services, which used to be reserved for billionaires, are now accessible to more and more entrepreneurs with net worths in the high 7-figures and low 8-figures.
As advisors, we have to consider these developments and their impacts on longevity. Can we help our clients position themselves to take advantage of breakthroughs in healthcare—to extend their lifespans, and also those of their children and their children’s children?
You may have heard the recent chatter about opportunity zones or opportunity zone funds. Newly proposed regulations have created a significant tax break—and the buzz is for good reason.
For business owners and entrepreneurs, working with the right advisors is the key to optimizing your financial life. But not all advisors are cut from the same cloth and very few are living up to the unique needs of business owners and entrepreneurs.
We’ve made it our business to help entrepreneurs navigate liquidity events, especially the sale of their business. In my book, Liquidity & You, we focus on the importance of a coordinated team to drive the best possible outcome.