On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law, introducing the most substantial new 2025 QSBS tax changes since 2010. These new 2025 QSBS
Update (July 2025): The Senate’s QSBS tax proposal has officially been signed into law as part of the One Big Beautiful Bill Act, ushering in major changes to Section 1202.
For ultra-high-net-worth individuals and many of our family office clients looking to maximize charitable impact while navigating tax efficiency and maintaining control, donor-advised funds (DAFs) and private foundations offer two
This article provides a more comprehensive and enriched perspective, expanding upon the original piece authored by our co-founder, Peyton Carr. Initially published in Barron’s on December 11, 2023. The
Many high-net-worth and ultra-high-net-worth investors often neglect tax implications when determining asset allocation within their portfolios. They tend to prioritize achieving the highest pre-tax returns, overlooking the importance of incorporating
When investing a large amount of cash after an exit or liquidity event, the choice between dollar cost averaging vs lump sum investing can be crucial. Each strategy offers distinct
Interest in alternative investments has surged among the ultra-high-net-worth over the last ten years, partly due to widespread adoption and decreased barriers to entry. While these investments offer a fantastic
This article was originally published on Forbes.com on December 20, 2022. Written by Peyton Carr. Alternative investments, once rarely found outside the investment portfolios of the ultra-wealthy, family offices, pensions,
This article was originally published on Forbes.com on March 12, 2021. This article is part 4 of a 4 part series on real estate. Written by Peyton Carr. For
This article was originally published on Forbes.com on February 17, 2021. This article is part 3 of a 4 part series on real estate. Written by Peyton Carr. Buying
This article was originally published on Forbes.com on January 27, 2021. This article is part 2 of a 4 part series on real estate. Written by Peyton Carr. If you
This article was originally published on Forbes.com on January 6, 2021. This article is part 1 of a 4 part series on real estate. Written by Peyton Carr. When
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