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Insights and Education
Academic Rigor
As advisors, we lean in, educate, and enlighten with an aim to become the family’s most trusted advisors.


Oct 13, 2024
Ultra-Affluent Techniques: Private Placement Life Insurance
Unlocking the Power of Private Placement Life Insurance for Ultra-Affluent Families

Sep 15, 2024
The Essential Guide to Qualified and Non-Qualified Stock Options
Wealth advisors discuss solutions Corporate executives often seek compensation strategies that align their interests with shareholders...


Sep 2, 2024
Essential Estate Planning for Children Reaching the Age of Majority.
By Billy Howard - Avantia Executive Director | Lead Advisor Our son turned 18 late last year and graduated high school this spring. On...


Jul 1, 2024
Section 1202: A Path to Substantial Tax Savings for Business Owners
Section 1202 of the IRS code presents a significant opportunity for eligible business owners to save millions of dollars in taxes.


Jun 17, 2024
The Mega Backdoor Roth IRA
Unlocking Retirement Savings: The Mega Backdoor Roth IRA


Jun 9, 2024
Choosing an Art Advisor: A Comprehensive Guide
Choosing an Art Advisor: A Comprehensive Guide


May 12, 2024
How to Qualify for Real Estate Professional Tax Status
Real Estate Professional Rules Explained


Apr 30, 2024
Amazon's 2024 RSU Policy: A Guide for Eligible Employees
Amazon RSU policy and new RSU choice


Apr 21, 2024
A Guide to Art Valuation and Appraisal
Art Valuation and Appraisal, Navigating the Nuances of Art Worth


Apr 7, 2024
Maximizing Returns: The Truth About Asset Location
Location of assets in a client’s financial structure to take advantage of the structural tax differences of the investments available.


Mar 24, 2024
Solving the Concentrated Stock Puzzle
Concentration risk in single equities is a common puzzle for ultra-high-net-worth families.

Mar 5, 2024
Charitable Planning: Donating Long-Term Appreciated Securities
Consider donating long-term appreciated securities as a part of your charitable planning.


Feb 25, 2024
Philanthropy: Comparing Charitable Giving Strategies
Comparing Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Private Foundations.
Feb 17, 2024
Social Security Planning 2023
join our clients for a discussion on the key provisions of the program so that our families can best take advantage of their benefits
Feb 17, 2024
Capital Gains Tax in Washington State
a 7% tax on the sale or exchange of long-term capital assets, such as stocks and business interests, above a $250,000 annual threshold.

Feb 10, 2024
Nurturing Future Leaders: Strategies for the Succession of Family Businesses
Family businesses, hold a special place in the hearts of their owners, embodying a legacy of pride, identity, and shared dreams.


Feb 4, 2024
Business Transitions: A Holistic Approach to Exit Planning
Transitioning your business is a significant endeavor that involves careful consideration and planning.


Jan 28, 2024
Empowering Next-Generation Wealth: Top 4 Tools UHNW Families Use for Their Children's First Home Purchase
We outline four powerful tools commonly used to help UHNW Children acquire a home: outright gifts, loans, leases, and irrevocable trusts.


Jan 22, 2024
Family Mission and Legacy Planning
Many individuals are aware of the importance of managing their finances with purpose but putting that knowledge into action can be...

Jan 21, 2024
5 Tips for the Ultra-High Net Worth Mortgage Borrower
There are several ways in which a wealthy family can better position themselves to borrow.
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