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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.
One Big Beautiful Bill Act - An Ultra-High Net Worth Guide
One Big Beautiful Bill Act (OBBBA) enacts sweeping tax reforms. Find out the key provisions for wealthy individuals, their businesses, and their charities.
Jul 7
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 27
Understanding Amazon RSUs: A Strategic Guide for Executives
Amazon RSU policy and new RSU choice
Jun 18
Q3 2024 Market Review and Q4 Outlook
Q3 2024 Market Review and Q4 Outlook
Oct 15, 2024
The Mega Backdoor Roth IRA
Unlocking Retirement Savings: The Mega Backdoor Roth IRA
Jun 17, 2024
How to Qualify for Real Estate Professional Tax Status
Real Estate Professional Rules Explained
May 12, 2024
Family Meetings: Fostering Unity
Family meetings serve as structured dialogues aimed at reducing tensions and nurturing familial connections.
Apr 28, 2024
A Guide to Art Valuation and Appraisal
Art Valuation and Appraisal, Navigating the Nuances of Art Worth
Apr 21, 2024
Risk Management in Art Collections
10 Tips for Risk Management in Art Collections
Apr 15, 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.
Apr 7, 2024
Cyber Security - How to Safeguard Your Family
On Thursday, March 21st at 12:00 PM (PST), Avantia recorded a live discussion on “Cyber Prevention – How to Safeguard Your Family,”...
Mar 26, 2024
Solving the Concentrated Stock Puzzle
Concentration risk in single equities is a common puzzle for ultra-high-net-worth families.
Mar 24, 2024
Charitable Planning: Donating Long-Term Appreciated Securities
Consider donating long-term appreciated securities as a part of your charitable planning.
Mar 5, 2024
Philanthropy: Comparing Charitable Giving Strategies
Comparing Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Private Foundations.
Feb 25, 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 17, 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 10, 2024
Business Transitions: A Holistic Approach to Exit Planning
Transitioning your business is a significant endeavor that involves careful consideration and planning.
Feb 4, 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 28, 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 22, 2024
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