Make Family Business Asset Protection a Priority
If you’re like most family business owners, you want to protect your business and ensure that it stays in the family, but you’re not doing enough to safeguard its future. About 78% of respondents to PwC’s 2023 Family Business Survey say that their business is their family’s most important asset, and 72% want to ensure […]
Money Moves Before the New Year
We know you don’t want to deal with taxes this time of year, but hear us out: Unique tax-saving opportunities are only available before the year’s end. Think of it as the holiday gift that keeps on giving. There’s rarely a year in which a few tweaks to your deductions, expenses, contributions, or withholdings aren’t […]
Business Dinner Seminar With Our Experts
The event included a panel discussion on the process of buying and selling a business, led by industry experts Michael L Shipman VP, Frost Insurance, and Steve Bankler. Business owners Richard Kattmann, Owner, Eldridge Electric (buyer), and Amir Kamel, President, Princess Professional (seller) shared with attendees their individual challenges and triumphs throughout their buying and […]
How the Richest Entrepreneurs Spread the Wealth
No one has more to lose than the world’s wealthiest individuals. Their specific asset protection tools may not directly correlate to someone with more “average” wealth. However, the general strategies can provide estate and succession planning inspiration for us all. Forbes recently highlighted a few of these noteworthy case studies, starting with Nike founder Phil […]