For entrepreneurs and major stakeholders of Silicon Valley companies, a liquidity event puts in motion a series of complex and timely actions that investors must navigate, including potentially large tax bills to manage. For the philanthropically minded, one related tax-saving strategy worth exploring is the funding of a charitable vehicle. There are a handful of … Continued
Silicon Valley is home to countless entrepreneurs who have created significant wealth, all concentrated in a single stock with very low cost basis. These positions can be quite volatile and often do not generate much income, if at all. Also, by selling the shares, the individual is faced with what can be sizeable capital gains … Continued
In the 1980’s blockbuster Back to the Future, flying cars are an ubiquitous reality in the then far-away future of 2015. While that concept seems just as futuristic today as it did a generation ago, the autonomous self-driving car has quickly moved from prototype to reality here in Silicon Valley. With the average car moving … Continued
Entrepreneurs are some of the busiest people on the planet. Their responsibilities seem endless and their time is short. When the “going gets tough and the tough get going,” having solid foundational financial plans for your business and family will help greatly. In supporting entrepreneurial clients and their families, it is essential that the family … Continued
In today’s world of innovation, where one idea could turn a young entrepreneur into an overnight million(billion)aire, it is becoming increasingly common for a financially successful individual to accumulate far more wealth than their living parents ever could. It is in this group of high net worth investors where a unique wealth transfer strategy may … Continued
Since 1993, the federal government has incentivized investment in small businesses through favorable tax treatment in order to keep the economic engine running. Those efforts have proven successful, as small businesses created nearly two million of the roughly three million private-sector jobs generated in 2014 and more than seven million of the 11 million jobs … Continued
“Travel: It’s the only thing you can spend money on that will make you richer.” Anonymous Whether you’re planning that really special splurge-worthy trip or considering private jet travel as a new mode of regular business travel, a surprisingly wide range of options is now available to the modern air traveler. Due to the proliferation … Continued