Building a successful business takes years of focus and sacrifice. When you’re finally ready to step away, you want to be sure you can extract the value you’ve created, protect your employees, and preserve the company’s legacy.
While many owners think of selling to a competitor or private equity firm, there’s another strategy that can provide liquidity and keep your business in the hands of people who helped build it: the Employee Stock Ownership Plan (ESOP).
View post
When it comes to transferring wealth, many people think first about wills, trusts, or gifting strategies. But one of the most versatile and efficient tools available is often overlooked: life insurance.
Life insurance isn’t only about providing liquidity to pay estate taxes. With thoughtful planning, it can be a powerful vehicle to create wealth, preserve it, and transfer it tax-efficiently to future generations.
Let’s explore how life insurance can support other wealth transfer techniques—and how it can also function as a standalone strategy to leave a lasting legacy.
View post
Over the last decade, historically low interest rates shaped many estate planning strategies. But times have changed. As interest rates rise, certain techniques that once delivered significant tax benefits may lose some appeal—while others become more effective.
If you’re a business owner or high-net-worth individual considering succession and estate planning, it’s essential to understand how today’s rate environment can impact your plan.
View post
We at Brix Partners believe that it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like to continue the conversation, please reach out.
View post
We at Brix Partners believe that it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like to continue the conversation, please reach out.
View post
We at Brix Partners believe that it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like to continue the conversation, please reach out.
View post
For high-net-worth individuals, the world is no longer defined by borders—nor should their financial lives be. As global mobility becomes increasingly essential for both personal and financial reasons, second citizenship and residency planning have emerged as more than just tools of convenience. They are strategic components of modern wealth management.
View postFor high-net-worth individuals, the world is no longer defined by borders—nor should their financial lives be. As global mobility becomes increasingly essential for both personal and financial reasons, second citizenship and residency planning have emerged as more than just tools of convenience. They are strategic components of modern wealth management.
View postFor high-net-worth individuals, the world is no longer defined by borders—nor should their financial lives be. As global mobility becomes increasingly essential for both personal and financial reasons, second citizenship and residency planning have emerged as more than just tools of convenience. They are strategic components of modern wealth management.
View post
We at Brix Partners believe that it is important that you are well-informed about what is happening in the markets. Here are a few of the key topics of conversation that deserve the most attention this month. If you have any questions or would like to continue the conversation, please reach out.
View post
