BY: RELEASED June 13th, 2019 Family offices are continuing to move into private investments with a third of overall portfolios allocated to private equity (17 percent) and real assets (16 percent), according to the Family Office Exchange’s...
The current bull market celebrated its 10th birthday in March of 2019 and equity investors celebrated as the S&P 500 delivered returns north of 400% over the past 10 years. And it seems everyone wants to talk about growth stocks, IPOs and capital gains, but no one...
At Avitas, we encourage clients to “organize” their financial picture. Our Total Wealth Organizer is an easy, effective tool to help you see your current financial condition and outline the steps needed to reach your objectives.
A charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. The CRT can allow you to: avoid capital gains taxes on highly appreciated assets, however when income is distributed to the income beneficiaries it is taxable; receive an...
