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White Papers


7 Ways a Financial Advisor Benefits Your Bottom Line

Choosing to work with a financial advisor could be one of the most important decisions you make in your financial life. With the advent of fintech robo-advisors and retail trading platforms, many individuals are hesitant to pay an advisory fee in favor of doing it themselves. So what’s the real story? How do you know if working with an advisor will be worth the fee?

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How to Prepare for the Sale of a Business

So, you're thinking about selling your business. Perhaps you've received an unexpected offer, or perhaps you've been courting a potential buyer for months. Regardless of the particulars, it's always an emotional decision to sell the business you've spent the better part of your adult life building. How do you know when it's the right time to sell, or if you've found the right buyer?

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5 Financial Tools to 

Use When Preparing for an IPO

If you are a business owner or key employee it can also mean a large financial gain in the form of company stock. This is great news! However, you may be subject to large income and estate taxes if you don't plan ahead. We created this white paper to help you save on taxes via 5 financial tools.

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Passing on Wealth and Values to the Next Generation

Passing on wealth to children presents several challenges for affluent families. Many parents worry about how inherited wealth will impact their child’s ability to appreciate the value of a dollar, or to develop their own drive and career ambitions. In this white paper Peter and Les outline what has worked in their own families on the following subjects.

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