Your family office knowledge base.

Preparing for the 2020 tax season requires early organization, careful record-keeping, understanding key filing dates, maximizing retirement account contributions, considering itemized deductions, providing dependent information accurately, and filing on time to avoid penalties.

Saving money is like crafting fine bourbon - it requires patience, discipline, and a systematic approach, with no shortcuts, and success comes from consistent effort, automation, goal-setting, and tracking progress over time.

Investment success depends on understanding the true sources of returns—enterprise risk, engineered risk, and manager skill—while recognizing that long-term, diversified strategies and access to high-quality private market opportunities, particularly in top-tier venture capital, are more likely to generate sustainable wealth than attempting to time markets or chase individual stock performance.

Successful investing requires humility, avoiding emotional reactions and market timing, focusing on long-term strategies, recognizing that human capital and consistent saving are more important than chasing individual stock picks or unrealistic returns.

Lead by example: give strategically, maximize impact, and inspire community involvement effectively.

This blog, the second in a four-part series on wealth allocation, connects the heart of charitable giving with actionable tax strategies—highlighting donor-advised funds, appreciated stock donations, and bunched giving to help households maximize their impact.

Mental performance and personal growth require intentional self-awareness, positive reframing, and a commitment to understanding and transforming deep-rooted psychological patterns by focusing on controllable actions and challenging negative thought cycles.

Overcome doubts by reframing thoughts, boosting self-awareness, and unlocking peak performance potential.

Invest in future value, manage wealth, and prioritize tax planning for long-term success.

Annual returns grab headlines, but long-term investors should ignore short-term noise—focus on evidence-based strategies, maintain exposure to proven drivers of return like small caps, and avoid speculative bets like Bitcoin that can jeopardize your financial goals.

Understand IPO risks, explore pre-IPO opportunities, and ensure financial readiness before investing.