More Than Insurance: How an Irrevocable Trust Can Shield Your Wealth
Shield your success. An irrevocable trust can offer powerful protection from lawsuits, creditors, and unexpected risks—going beyond what insurance alone can do.
Smart Tax Strategies for Investors: Tax Loss Harvesting & Other Techniques
Think you’re paying too much in taxes? You might be.
Discover advanced strategies to help reduce your tax burden, protect your wealth, and position your assets for long-term success.
Strategic Tax Planning: When Your Tax Needs Go Beyond the Basics
As a high-net-worth business owner or investor, you’ve built something valuable. But every April, the reality sets in: Taxes are one of your biggest expenses. The ultra-wealthy don’t just accept high tax bills—they plan proactively to help minimize them.
Think You’re Paying Too Much in Taxes for 2024? Let’s Look at Strategies for 2025
For business owners and high-net-worth investors, tax season often feels like watching money disappear into thin air. You’ve built significant wealth, made strategic investments, and taken calculated risks—so why does it seem like the IRS is your biggest business partner?
Is It Time to Expand Your Investment Strategy?
Women control more wealth than ever before—expected to manage $30 trillion in assets by 2030—yet traditional investing strategies have often been built around models that don’t always align with the unique priorities of women investors.
Are You Treating Your Passion Investments Like Real Assets?
You’ve spent years building your wealth, and along the way, you’ve likely acquired fine art, rare wines, vintage cars, or luxury collectibles—not just for their beauty or history, but because they reflect your passion and personal taste.
How Alternative Investments Can Strengthen Your Portfolio
For decades, high-net-worth investors have relied on a core portfolio of stocks, bonds, and cash to build and preserve wealth. These traditional investments remain essential, but as market conditions evolve, many investors are seeking ways to enhance diversification, reduce volatility, and unlock new growth opportunities.
Succession Planning for Business Owners
Succession planning is more than just preparing for the future of your business—it’s about preserving your legacy and transforming years of hard work into lasting wealth for your family.
Unlock Modern Asset Protection
Traditional irrevocable trusts offered asset protection but often came with limitations—such as loss of control and restricted access to funds. Modern self-settled trusts overcome these barriers, offering physicians both protection and financial flexibility.
Are You Asking the Right Questions About Your Wealth?
At Finley Davis Financial, we’ve noticed a trend: many high-net-worth individuals don’t ask the right questions about their wealth. Standard wealth management often covers the basics but misses critical topics that safeguard futures and preserve legacies. In today’s fast-changing financial world, skipping these discussions can expose families to unnecessary risks.