Harness Wealth

APRIL 17, 2025

Insurance and financial fee deductions Insurance represents a necessary expense for protecting your business assets and operations, with premiums for various types of coverage qualifying as fully deductible business expenses. To maximize tax benefits while maintaining healthy cash flow, businesses should thoroughly understand these options.

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WiserAdvisor

NOVEMBER 14, 2023

Additionally, a strategic approach ensures the longevity of savings and investments, meaning your resources are structured to last throughout your retirement years, mitigating the risk of outliving your assets. Moreover, strategic retirement planning includes aspects of estate planning, which can have complex tax implications.

Retirement Planning 52

Retirement Planning Retirement Planning Healthcare 52

Brown Advisory

MAY 4, 2020

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 4, 2019

When we are able to offer sound strategic advice on topics beyond investing—balance sheet management, donor engagement strategy, mission-related investing, leadership development, succession planning and many other issues—it can be as impactful for our clients as the work we do managing their investment assets. BACKGROUND.

Nonprofit 52

Nonprofit Investing Investments Clients 52

Brown Advisory

SEPTEMBER 1, 2015

Richard Gamper, Strategic Planning Analyst, Brown Advisory. . By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Such protection can be a cornerstone for sound estate planning. Dream or Opportunity?

Food 52

Food Portfolio Management Sales Retail 52

Midstream Marketing

AUGUST 13, 2024

Common goals include getting new clients, increasing assets under management (AUM), and adding new services. A good marketing plan can be very helpful. It can bring in new clients, increase your assets under management (AUM), and lead to more referrals. A good marketing plan can be very helpful.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Brown Advisory

JULY 28, 2022

Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. If your child goes on to remarry, they may not be able to bring some of those valuable financial and intangible assets into their new relationship.

Planning 52

Planning Estate Planning Strategic Planning Distribution 52

Brown Advisory

OCTOBER 12, 2023

Updating the Estate Plan: The prenuptial agreement also addresses each spouse’s disposition of assets on death and sets the “floor” of what each spouse must leave the other. Carving out Family Assets: Prenuptial agreements often aim to keep family assets out of the marriage.

Planning 52

Planning Estate Planning Strategic Planning Clients 52

Brown Advisory

NOVEMBER 19, 2020

A helpful tool in organizing these family discussions is the development of a family mission statement and strategic plan that start with the purpose of preserving and growing their family capital. Revisit estate planning and charitable structures. Do these documents fully incorporate the client’s charitable intentions?

Planning 52

Planning Clients Taxes Assets 52

Brown Advisory

DECEMBER 1, 2023

This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategic plans? We are keenly aware of our clients’ disquiet over these matters and are here to help clients who want to examine how they can help make a difference.

Planning 52

Planning Strategic Planning Taxes Clients 52