Benefits of a Blind Trust for Executive Diversification

Ronald Logue, CPA, CTFA |
Wealth Planning

Corporate executives and insiders who own millions of shares in their companies typically enjoy a very substantial net worth. But with that net worth comes tremendous downside risk. Selling those shares of company stock to achieve diversification and reduce risk is not easy, since federal regulations govern when insiders can sell stock.There is, however, a solution to this problem— the blind trust.


Angel Investing

Jordan Strauss, CFA |
Investment Management

Angel investing is a proactive way for individuals to invest in private equity—but it’s risky business.

Angel investors are generally high-net-worth individuals who provide seed capital to startup companies.
Successful angel investing requires a high level of involvement and expertise in the industry or fieldwork.
Although it provides investors with diversification and low correlation, angel investing carries high risk.

Angel investors are small-scale venture capitalists.


Building a Family Collection

Wealth Planning

Collecting is often viewed as a personal passion but it can be much more than that. Whether your collection has monetary or simply sentimental value, collecting as a family—when approached thoughtfully—can help enhance communication, teach valuable skills, and create stronger bonds.The secret is in building the “family collection” first. That is, make sure your first priority is to build communication and strong relationships within your family.