News & Insights

Hidden Treasure - Financial Forensics & Lifestyle Analysis

What do Blackbeard’s stolen treasure, Fabergé eggs, and the Titanic (1) have in common? Considerable time, effort, and money have been...

Rebirth of the Family Office, Post-Divorce

This post was written to help you think through considerations in preparing your family office post-divorce. It accompanies and builds...

Collaborative Divorce - The Team Approach

I had a great experience, recently completing Collaborative Divorce training with LACFLA (Los Angeles Collaborative Family Law...

Billionaire Tax Strategies to Help Your Divorce – Part II

Asset Rich and Cash Poor, Not Just a Founder’s Dilemma This is a follow up to my first blog post, Billionaire Tax Strategies to Help Your...

Top 3 Priorities in Preparing Your Family Office for Divorce

For many, substantial wealth and its responsibilities can feel like a burden, especially if you were not the creator of the wealth and...

Niche Private Credit Opportunities – the Best Risk-Reward Still Available?

A plethora of articles hit the press this past week suggesting serious doubts of whether the mass amount of private capital raised over...

Mindset, Elon Musk, and the Family Home

The family home is often one of the most prized financial assets, and often the largest. It may also encompass hopes, dreams, and...

I am not a “Ghost Professor”

For the record, I will clearly state that I am not a “Ghost Professor.” For that matter, I’m not a “ghost investor,” or even a “ghost...

Divorce, the American Rescue Plan, and Jeff Bezos

It’s 12:22pm on a Saturday as I sit down at my favorite café and I’ve already come across Jeff Bezos’ name, three or four times today -...

Billionaire Tax Strategies to Help Your Divorce

Did you know that the wealthiest people in our country go years without paying federal income taxes? Even the top 25 wealthiest...