Financial Poise

Articles tagged: Family Business

Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

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Common Issues and Strategies in Business Breakups

How owners respond during a business breakup, and how well they prepared in advance, often determines whether value is preserved or destroyed.

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Fundless Sponsors Appeal to Individual Investors — Fewer Fees, More Specificity

Fundless sponsors are gaining increasing traction in middle-market buyouts, offering more flexibility and control than traditional private equity funds.

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Alternative Financing Options

When a business needs cash, bank loans aren’t always available, especially for smaller businesses. Enter alternative financing.

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How Ownership Structure Influences Your Exit

Before selling your business, understand how your ownership structure impacts exit strategies, deal approval, and potential conflicts.

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6 Ways to Make Your Family Legacy (and Wealth) Bulletproof

Defining your family purpose, fostering financial literacy, and prioritizing relationships can protect your family legacy for future generations.

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How Are Family Offices Building Smarter Wealth? Structural Alpha (11 Examples)

Review 11 real-world strategies that Family Offices are using to build smarter wealth. Each one is backed by data from trusted experts across the private wealth space.

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The Evolution of Family Offices: From Empires to Modern Wealth Management

A review of the origins of today’s Family Offices provides valuable context for understanding their function and their lasting impact on global finance and investment strategies.

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Reps & Warranties Insurance: How Does It Protect the Sale Process?

Reps and Warranties Insurance is a specialty insurance product that covers the seller if the business or the sale agreement is misrepresented to the buyer.

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