The Term “Family Office” Is Getting Out of Hand
I had a call yesterday with an entrepreneur who works with a “multi‑family office.” Here is his real experience: Lost roughly one third of his exit to taxes because the...
The Term “Family Office” Is Getting Out of Hand
I had a call yesterday with an entrepreneur who works with a “multi‑family office.” Here is his real experience: Lost roughly one third of his exit to taxes because the...
The Best $20M Portfolio I’ve Reviewed So Far
My anecdotal experience has been that the higher someone’s net worth is, the worse their portfolio usually is. Random stuff added over time. No regard for sizing. Tons of overlap. Not this...
The Best $20M Portfolio I’ve Reviewed So Far
My anecdotal experience has been that the higher someone’s net worth is, the worse their portfolio usually is. Random stuff added over time. No regard for sizing. Tons of overlap. Not this...
The Call I Took on a Sunday Morning Became My B...
This weekend I took 5 calls. Including one from 6-7pm Saturday night. Times when most people don’t want to be working. The Sunday morning caller opened with: “You remind me...
The Call I Took on a Sunday Morning Became My B...
This weekend I took 5 calls. Including one from 6-7pm Saturday night. Times when most people don’t want to be working. The Sunday morning caller opened with: “You remind me...
Everyone Does Retirement Income Wrong
Here’s the pattern I see over and over: Stay mostly in stocks until retirement Then sell a big chunk, trigger a large capital gains bill Move the proceeds into bonds...
Everyone Does Retirement Income Wrong
Here’s the pattern I see over and over: Stay mostly in stocks until retirement Then sell a big chunk, trigger a large capital gains bill Move the proceeds into bonds...
A $15,000,000 Tax Bill That Didn’t Have to Happen
A client just paid $15,000,000 in taxes that were completely avoidable I spoke with a CPA this week whose client had a $15M tax bill last year. Why? They sold $40M+ of NVDA...
A $15,000,000 Tax Bill That Didn’t Have to Happen
A client just paid $15,000,000 in taxes that were completely avoidable I spoke with a CPA this week whose client had a $15M tax bill last year. Why? They sold $40M+ of NVDA...
The Borrowing Strategy High-Net-Worth Investors...
In plain English: You borrow through the options market, secured by your portfolio Rates are often sub‑4% today Interest can be tax‑deductible in the right structure You don’t have to sell a single share What...
The Borrowing Strategy High-Net-Worth Investors...
In plain English: You borrow through the options market, secured by your portfolio Rates are often sub‑4% today Interest can be tax‑deductible in the right structure You don’t have to sell a single share What...