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Family Wealth & Legacy
Building wealth is hard; keeping it across generations is harder. This section explores the structures and conversations necessary to create a lasting legacy. From technical estate planning considerations to the "soft" skills of spousal involvement and preparing heirs, we focus on aligning your assets with your family's values and long-term vision


Essential Checklist for Updating Your Estate Plan in 2026
Most clients we work with signed their estate plan once, filed it away, and never looked at it again. That is not a criticism. It is what nearly everyone does. An estate plan feels like a project with an end date, not a document that needs to grow alongside your business, your family, and your net worth. The problem is that your life keeps moving after the ink dries. Your business grows in value. Your kids grow up. Laws change. And somewhere in that gap between "signed it" an

Andrew Van Alstyne CFP®, EA, MBA
Aug 34 min read


Strategic Executive Wealth Management: Your Roadmap to Lasting Success
When you’re steering a business or managing a high-stakes career, financial clarity isn’t just helpful - it’s essential. You’ve probably asked yourself: How can I make my money work smarter, not harder? That’s where strategic executive wealth management comes in. It’s not just about tracking dollars and cents; it’s about crafting a tailored plan that aligns with your ambitions and lifestyle. Let’s dive into how you can take control of your financial future with confidence. Wh

Andrew Van Alstyne CFP®, EA, MBA
Jul 283 min read


Yours, Mine, and Ours: A Field Guide to Combining Finances (Without the Headache)
Navigating Finances with Your Partner: Finding the Right Balance Key Takeaways Mind Over Math: The friction in combining finances is rarely about the math; it is about autonomy, control, and the fear of judgment. The Roommate Trap: Keeping finances strictly separate can create a transactional dynamic that feels unromantic and exhausting over time for couples. The Executive Shift: As careers peak and time becomes scarcer than money, couples often merge finances simply

Andrew Van Alstyne CFP®, EA, MBA
Jun 115 min read


Business Succession: Strategies for Leaving a Business to Family
Transferring a business to family members is more than just a financial decision, it’s a deeply personal one. Your business represents years, if not decades, of hard work, sacrifice, and dedication. It’s a legacy that you want to see thrive for generations to come. However, without proper planning, a transition can create unnecessary tax burdens, financial strain, and even family disputes. Understanding the available strategies ensures that your business remains a source of s

Andrew Van Alstyne CFP®, EA, MBA
Apr 29, 20254 min read


Making the Most of Cash Balance Plans: A Simple Guide for Business Owners
If you own a business and want to save more for retirement while paying less in taxes, a cash balance plan might be a great option. These plans may allow you to save more money than a regular 401(k) and offer major tax benefits. What is a Cash Balance Plan? A cash balance plan is a type of employer-sponsored retirement plan where the business makes annual contributions on behalf of employees. These contributions grow at a predetermined rate and are designed to provide a stab

Andrew Van Alstyne CFP®, EA, MBA
Mar 31, 20253 min read


House Rich, Cash Poor: Managing Wealth When Your Largest Asset is Real Estate
For many Americans, homeownership is their most significant financial asset. However, real estate investments can leave much of your wealth tied up in real estate, and limited liquidity for a more balanced investment strategy. Fortunately, several strategies exist to manage real estate wealth tax-efficiently, turning equity into liquidity while preserving long-term value. Below, we explore tools like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges (UPREITs

Andrew Van Alstyne CFP®, EA, MBA
Dec 20, 20243 min read


Creating an Impactful Transfer of Wealth: Leaving Blessings, Not Burdens with Simple Strategies
Passing on wealth to the next generation is more than just managing financial assets; it's about ensuring your values, wisdom, and legacy endure. This article explores simple strategies to transfer both financial and qualitative capital, helping you create a lasting legacy for your family.

Andrew Van Alstyne CFP®, EA, MBA
Aug 30, 20245 min read


Maximizing Your Financial Windfall: A Guide to Smart Wealth Management
Receiving a substantial financial windfall is an exhilarating experience, but it also comes with tremendous responsibilities. Whether it's an inheritance, lottery winnings, a sizable bonus, or a business sale, managing this influx of wealth correctly can prove crucial for securing your financial future. In this guide, we'll explore essential steps to take when you find yourself with a sudden windfall. From prudent financial planning to long-term wealth preservation, we'll cov

Andrew Van Alstyne CFP®, EA, MBA
Jan 10, 20243 min read

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