I had the pleasure of meeting Mark who was introduced to me by another client in late 2023. By utilizing a VFO (Virtual Family Office) framework his 2023 tax liability was reduced from $215,338 to $26,802 with more tax savings to come.

In the heart of the manufacturing sector, businesses face a complex landscape of internal challenges that can hinder growth and operational efficiency. Based on empirical research and firsthand experience in the field, I've identified five core internal challenges that nearly all manufacturers wrestle with.

As a leader in manufacturing, you're always looking to grow and improve, both for your business and yourself. That's where mastermind groups come in. They're full of driven, smart people, just like you, who want to succeed and help others do the same. These groups focus on helping you achieve your biggest goals.

In the U.S., lawsuits are common, and businesses, especially in manufacturing, often become targets due to their assets and operations. This means it's not surprising if your company faces legal action at some point.

In the world of private wealth management for small to medium businesses, staying informed and compliant with legal requirements is crucial for safeguarding your assets and legacy.

Streamline Your Workflow and Enhance Productivity

For manufacturing owners and executives, adopting a reciprocity mindset can be a game changer in achieving business success.

Worrying that you’re going to live too long is the last way you want to spend your golden years.

Now is a good time to start thinking about tax planning for the year ahead.

Is early retirement possible? Well, it depends. The fact that you’re even asking this question is a good sign.

Maximize personal wealth while addressing the 5 cornerstones of wealth management and wealth planning.

Family offices are right for some affluent families—but certainly not all of them.

Retirement planning today requires more than just saving for retirement.

A lot of folks are approaching retirement or may have been forced into early retirement with more questions than answers.

Portfolio (and mental) positioning for the $1.2 trillion infrastructure bill

Advisor selection should be proceeded with caution.

Change can be uncomfortable, but is necessary to improve.

Financial planning requires more than fancy software or spreadsheets.