Family Office Commentary

Since the original article was released (link to original article), the One Big Beautiful Bill Act has passed, and Title XI is now law. This follow-up analysis provides a concise update on how the…

On May 21st, 2025, the “One Big Beautiful Bill Act” was reported to the House of Representatives for consideration and debated well into the morning hours of May 22nd. After…

Tax Day has come and gone, and your tax preparer filed an extension for your return. This additional time allows for a more thorough and accurate filing, helping ensure that…

Managing wealth is not just about numbers. It requires strategy, foresight and coordination. Many people rely on accounting firms, investment advisors and AI-driven tools, yet their financial picture remains fragmented,…

After all the presents have been opened and we have successfully celebrated the beginning of the New Year, the talk of getting tax information gathered and books finalized fills the…

In Pixar’s Finding Nemo, Marlin, the clownfish, finds himself riding on the back of a world-wise sea turtle named Crush. Marlin needs to embark on this journey to save his…

Americans typically have similar major purchases in life, the main culprits being the purchase of a home, purchase of a new car, paying for a child’s college for 4 years,…

In the US we highly revere and idolize our athletic heroes. During the Summer of 2024, over 600 American athletes competed for medals at the Olympic Games in Paris. As…

When running a small business, managing cashflow is just like monitoring the heartbeat of a patient in a hospital. Just as doctors rely on vital signs to assess health, business…

As the end of high school approaches, many families find themselves grappling with the financial implications of post-secondary education. There are many options and paths available for today’s young adults.…