Why Life Insurance Matters for Real Estate Investors

Being an investor in real estate requires a great deal of skill, including identifying potential investment opportunities, planning for capital investment, and maintaining properties over time. For high-net-worth investors whose estate values exceed the lifetime exclusion amount, this can lead to substantial exposure. Learn what unique financial challenges and opportunities investors should consider for wealth management and estate planning strategies.

2025-12-31T09:18:36-05:00June 30, 2025|Categories: Construction and Real Estate, Estate and Trust, Retirement, Wealth Management|Tags: |

2025 Outlook: 3 Common Trends in M&A Activity

Whether you’re buying, selling, or investing in a business in 2025, success hinges on making informed decisions. This article examines trends in M&A activity.

2025-06-03T13:31:43-04:00March 6, 2025|Categories: Tax: Business, Transaction Advisory, Wealth Management|Tags: , , |

Not-for-Profit Investment Policy Statements: Little Changes, Big Impact

Sometimes, a not-for-profit's investment performance isn’t what it should be. Looking at the Investment Policy Statement and identifying corrections can help to improve fund performance and help to ensure investment returns meet their objectives.

2025-02-03T17:03:21-05:00August 11, 2022|Categories: Not-for-Profit, Wealth Management|Tags: , |

Webinar Recording | Charitable Planning and Tax Strategies for 2022

Our Charitable Planning and Tax Strategies webinar shows insights on how smart donors can maximize their impact while minimizing their tax burden.

2025-07-15T15:20:25-04:00June 22, 2022|Categories: Past Events, Tax: Individual, Wealth Management|Tags: , , |

Not-for-Profit Investment Policy Statements: Benchmarking Best Practices

Investment Policy Statements dictate how a nonprofit’s investment program operates. How is performance measured? Learning how to benchmark and measure success and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.

2025-02-03T16:55:09-05:00May 2, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: , |

Not-for-Profit Investment Policy Statements: Why They Need Review

Every not-for-profit manages funds, but not every organization has an established and well-documented Investment Policy Statement. Learn how the investment committee can review the IPS and safeguard against unnecessary investment risk.

2025-02-03T16:59:09-05:00March 29, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: |
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