Skip to content
  • Holistic Planning
    • Financial Planning
    • Investment Growth
    • Tax Management
    • Risk Protection
    • Business Strategy
    • Legacy Planning
  • About Us
    • Who we are
    • Our Team
    • Careers
  • Partnerships
    • RiskBridge
    • Lion Street
  • Events
  • Resources
  • Contact
  • Client Login
  • Holistic Planning
    • Financial Planning
    • Investment Growth
    • Tax Management
    • Risk Protection
    • Business Strategy
    • Legacy Planning
  • About Us
    • Who we are
    • Our Team
    • Careers
  • Partnerships
    • RiskBridge
    • Lion Street
  • Events
  • Resources
  • Contact
  • Client Login
  • Holistic Planning
    • Financial Planning
    • Investment Growth
    • Tax Management
    • Risk Protection
    • Business Strategy
    • Legacy Planning
  • About Us
    • Who we are
    • Our Team
    • Careers
  • Partnerships
    • Riskbridge
    • Lion Street
  • Holistic Planning
    • Financial Planning
    • Investment Growth
    • Tax Management
    • Risk Protection
    • Business Strategy
    • Legacy Planning
  • About Us
    • Who we are
    • Our Team
    • Careers
  • Partnerships
    • Riskbridge
    • Lion Street
  • Events
  • Resources
  • Contact
  • Events
  • Resources
  • Contact
Client Login

Tag: year end planning

Is Your Business and Wealth Protected? Year-End Strategies for Asset Protection

While celebrating successes is important, as the year draws to a close, this is the perfect time to ask a critical question: Is your wealth truly protected?

Our Latest News and Resources

View All

The Generational Shift: Preparing Family Offices for the Great Wealth Transfer

Family offices are built to serve today’s needs, but generational transitions can expose gaps in governance, values, and planning. As the Great Wealth Transfer accelerates, Finley Davis Private Wealth helps families prepare for smooth transitions, align legacy goals, and build structures that evolve across generations.

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.

Get in Touch with Us

2911 Tennyson Avenue #301
Eugene, OR 97408

wealth@finleydavis.com

(541) 342-2224

Quick Links

  • About
  • Careers
  • Resources

Follow Us

Facebook Linkedin

Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA), registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF.

Check the background of this firm on FINRA’s BrokerCheck.

  • Form ADV
  • Form CRS
  • Privacy Policy
  • Terms
  • Form ADV
  • Form CRS
  • Privacy Policy
  • Terms
Email Phone Address