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Event Recap: The State of Real Estate Panel Discussion
Event Recap: The State of Real Estate Panel Discussion

Introduction Recently, Lake Street Advisors, in conjunction with Bernstein Shur, hosted The State of Real Estate panel discussion at The One...

The Uses & Benefits of Private Placement Life Insurance
The Uses & Benefits of Private Placement Life Insurance

Private placement life insurance (PPLI) is a special type of life insurance that wealthy families can utilize in optimizing their investment...

Investing in Private Markets: Lake Street Advisors’ Private Capital Diligence Process
Investing in Private Markets: Lake Street Advisors’ Private Capital Diligence Process

Why Private Markets? Private markets consist of investments not listed on a public exchange. The main asset classes within private markets include...

Moving a MA Irrevocable Trust to NH - Income & Estate Tax Consequences
Moving a MA Irrevocable Trust to NH - Income & Estate Tax Consequences

Should I move my MA Irrevocable Trust to NH if my goal is to maximize what my children will inherit? Starting in tax year 2023, Massachusetts enacted...

What is Legacy Planning & Why is it Important?
What is Legacy Planning & Why is it Important?

Legacy is a multifaceted word that likely conjures up different reactions depending on who you ask. The Oxford Dictionary defines it as either:

Making the Right Choice Between Charitable Gift Annuities and Charitable Remainder Trusts
Making the Right Choice Between Charitable Gift Annuities and Charitable Remainder Trusts

For many ultra-high net worth families, giving to charity is an important component of the overall family wealth strategy. Many people regularly make...

On Our 20th Anniversary, Lake Street Advisors Has a Lot to Celebrate
On Our 20th Anniversary, Lake Street Advisors Has a Lot to Celebrate

Looking Back In 2003, with just two partners, two employees, a strong work ethic, and a dream to provide independent financial advice to ultra-high...

An Interview with Dr. James Grubman, Originator of Wealth 3.0 - The Evolution of Counseling Families of Wealth
An Interview with Dr. James Grubman, Originator of Wealth 3.0 - The Evolution of Counseling Families of Wealth

Family wealth psychologist Dr. James Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors...

Importance of Financial Wealth Planning for Executives of Start-ups
Importance of Financial Wealth Planning for Executives of Start-ups

Like the companies they work for, executives of start-up companies face unique and complex financial challenges. Unlike their peers who work for...

Family Roadmap to Financial Independence for the Next Generation
Family Roadmap to Financial Independence for the Next Generation

We spend a lot of time with the families we partner with implementing a variety of initiatives – tax efficient wealth transfer and estate planning,...

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