Rethinking Medical Practice Structures
Discover how an MSO for physician practice owners may help mitigate taxes by shifting some income from 37% individual to 21% corporate rates.
The Financial Blindspot: How Families Can Benefit from Integrated Advice
Even the most experienced families can face costly surprises when financial decisions are made in isolation. This article explores the financial blindspot: how tax, legal, investment, and philanthropic strategies may look solid on their own, but fall short when not fully aligned. Learn how ultra-high-net-worth families can benefit from timely, integrated advice that brings clarity, coordination, and greater long-term impact.
The False Sense of Security in Asset Protection for UHNW Families
Many UHNW families rely on outdated strategies. This article explores why asset protection for UHNW families is getting more complex, and what modern tools may help reduce risk.
August Market Update: Watch the CIO Briefing
The latest RiskBridge CIO Chartbook is now available, along with a concise video briefing from CIO Bill Kennedy. He shares timely insights on the slowing economy, potential Fed rate cuts, global inflation trends, and where RiskBridge sees opportunities taking shape.
Watch the full video and download the chartbook to stay informed on what’s moving the markets.
Beyond Investment Returns: The Value of Compound Planning
Compound planning goes beyond investment returns. By aligning tax, estate, and protection strategies, high-net-worth families may unlock greater financial momentum. Learn how the Finley Davis Rate of Return captures the true value of integrated planning.
RETHINKING LIFE INSURANCE AS A STRATEGIC TOOL
Most physicians are sold life insurance as a product, not a strategy.
That’s a problem.
Used the right way, life insurance can support asset protection, supplement retirement income, fund practice transitions, and even offset future tax burdens.
July 22, 2025: Volatility Index
We are almost through what is typically one of the quietest months of the year for US equity volatility (July), with two consistently choppy months ahead (August and October). The VIX peaked in 2025 at 52.3 in early April, a four-standard deviation move, mainly due to the trade wars.
Creative Life Insurance Solutions for Complex Wealth Planning
It’s time to think differently about life insurance. Creative strategies may help solve estate taxes, liquidity gaps, and complex legacy planning needs. In the right structure, life insurance can support long-term goals without disrupting your overall plan.
Business Edge: July 2025
This month’s Business Edge report highlights the latest economic indicators, from payroll gains to shifting sector activity, and what they may mean for your business strategy moving forward.
Why Life Insurance for Family Offices Shouldn’t Be Overlooked
Life insurance for family offices is often overlooked, yet it may offer essential benefits for ultra-high-net-worth families. Discover how integrating life insurance into your broader wealth strategy could help reduce estate taxes, preserve assets, and support long-term legacy goals.