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Wealth

Shining a Light: The KNGS ETF

Shining a Light: The KNGS ETF

KNGS invests in compounders: cashflow generating companies that are positioned to benefit from key megatrends. Cantwell explains, “our strategy is simple, but difficult to execute. We look for the same characteristics that made businesses like Amazon and Google successful over the past two decades.” Robert gave us the three megatrends

Special Focus: Non-Fungible Tokens

Special Focus: Non-Fungible Tokens

The Year 2021 witnessed the rise of a new class of collectibles – digitacollectibles – more broadly known as non-fungible tokens or NFTs. This article reviews key categories among NFTs and the state of the market. After a stabilization phase in early 2022, we expect the NFT sector to continue growing in

The Two Secrets of Preserving Wealth & Driving Continued Success over Multiple Generations

The Two Secrets of Preserving Wealth & Driving Continued Success over Multiple Generations

Why is it that some of the world’s wealthiest families have known success over three, four, five generations or more, while others—in fact most ultra-wealthy families—have seen their wealth dissipated more quickly; have seen their business or philanthropic enterprise end after only a generation or two; have

Express Yourself, the Role & Benefits of a Letter Wishes

Express Yourself, the Role & Benefits of a Letter Wishes

Whether through hard work, intelligence, fate, fortune, or a combination of some or all of these, you have amassed substantial wealth and what you hope will be a lasting financial legacy for your children and succeeding generations. To accomplish the goal of an orderly succession of your wealth, you opt

Dynastic Foreign Grantor Trust Planning for Foreign Families with U.S. Members

Dynastic Foreign Grantor Trust Planning for Foreign Families with U.S. Members

Foreign individuals with U.S. family members have a unique opportunity to grow and transfer wealth to those family members in trust. This is because the U.S. tax system generally does not reach foreign entities owned by foreign individuals, except for such entities’ U.S.-source income and income

Life Insurance: Protect your Wealth & Legacy

Life Insurance: Protect your Wealth & Legacy

The past two years have been rife with uncertainty and disruption. The spread of the pandemic and the accompanying federal response altered everything from market outcomes, supply chain fluidity, to nearly every aspect of our daily lives. We emerge from these challenges with a renewed awareness of our own fragility

The Best Approach to Wealth Transfer

The Best Approach to Wealth Transfer

As parents, we struggle with how to educate and empower our children to become self-motivated and resilient. If we add family wealth and business into the equation, the matter often becomes even more complex. Transferring both values and wealth is a complicated matter. Over the past 20 years, one of