You can’t go two minutes without hearing about the allure of venture capital and private equity or the cult of entrepreneurship and the start-up. However, these things are hard!  Venture and P/E

Quan is the author of his memoir “SPARROW AND THE RAZOR WIRE” His is an amazing story of redemption, the importance of second chances and the power of entrepreneurship. https://www.amazon.c

New York City residents have the highest State and City tax burden in the country (it's over 15% at the top level, recently overtaking California). It's no surprise that New Yorkers are constantly str

GRIFFIN BRIDGERS wears two hats – estate planning attorney, and content creator.  He is a partner with the law firm of HUTCHINS & ASSOCIATES in Denver, Colorado, and also is piloting a fledgling med

In this episode, MATTHEW MCCLINTOCK joins us. Matthew is a high end estate planning attorney and is a Principal at EVERGREEN LEGACY PLANNING which is based in Colorado. He has built his practice at

The LGBTQ+ community has always been an important part of American fabric. But it's only in last two decades that society, the law and the financial services industry have started to catch up to th

For many wealthy families, concentrated liquid investment positions present special types of issues. More often than not, a diversification plan for a position that has been built up over decades, is

Divorce in the Ultra-High Net Worth Space is a little bit different.  Gates, Bezos, Kardashian . . . You don't have to look too far into the headlines to see how important this space has become for w

"Shirtsleeves to shirtsleeves in three generations" is as old as commerce itself. Family enterprises rarely make it beyond three generations for many reasons. Today, we hear the story of the Grossman

With interest in alternative asset classes at an all-time high, the focus of family offices and other investors has been to investigate more "liquid assets." We're not talking about cash or oil . . .