Every successful business owner eventually crosses a threshold most spend little time preparing for: the shift from growing wealth to protecting it. In the early years, every decision is measured by growth — revenue, valuation, market share. But once real wealth is built, the math changes. A significant, unplanned tax event can undo decades of […]
We’re thrilled to share that Lead Advisor and Partner Brent Mekosh was recently named an InvestmentNews Excellence Awardee in the Advisor of the Year in the Alternative Investments category, which recognizes the advisor who has displayed excellence in alternative investment solutions such as real estate, commodities, and hedge funds. It is an honor to […]
Mark your calendar! TUESDAY, August 18th @ 2:00pm PST In this 30-minute session, Brian and Jayson will unpack today’s private market landscape—exploring how primaries, secondaries, and co-investments each play a distinct role in portfolio construction, along with key considerations around access, liquidity, valuations, and manager selection. A 10-minute live Q&A follows. Designed for accredited investor […]
When markets become volatile, most investors fall back on the traditional 60/40 portfolio: 60% stocks, 40% bonds. However, as many learned in 2022, stocks and bonds can decline simultaneously. Business owners and families relying solely on these asset classes risk missing a key piece of the puzzle: alternative investments. Two of the most powerful and […]
When you’ve spent years building a business, the last thing you want is to see your hard-earned wealth eroded by unnecessary taxes. For many high-net-worth families and entrepreneurs, the priority isn’t always higher returns — it’s keeping more of what you earn. One of the most powerful tools to achieve that today is direct indexing. […]
Every business owner knows the feeling: you work hard, grow revenues, and build equity, only to realize the dollar in your hand buys less each year. Costs for real estate, education, and healthcare keep climbing, while wages and savings often fail to keep pace. It’s not just inflation in the headlines — it’s a deeper […]
Selling a business is often described as the ultimate victory. Years of hard work, sacrifice, and persistence finally pay off with a major liquidity event. But for many founders, what follows isn’t celebration — it’s confusion, regret, or even a sense of loss. This phenomenon, sometimes called the Founder’s Exit Paradox, highlights a crucial truth: […]
