Posts Tagged: Concentrated Wealth

Family Business Succession Considerations

Often family business owners believe the company is their best long-term investment. But other factors need to be considered before transferring the company to the next generation. Learn how to evaluate the risks and rewards. more >

Meet Ryan Nelson

Ryan Nelson has moved from San Francisco to Los Angeles to educate and advise family office clients about their investments. Now he’s landed in our new office in Austin. Find out what motivates him to serve clients from the Lone Star State. more >

Strategies to Diversify Outside Your Family Business

A private business is often a family’s largest single asset, leading to additional risks that concentrated wealth brings. Learn about four diversification strategies to sustain your wealth regardless of the company’s success. more >

Meet Lorraine Fox

Bringing an acute understanding of the needs of both upstart and successful tech entrepreneurs and venture capitalists, Lorraine Fox shares how she brings her rich experiences together for the benefit of clients. more >