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The Hedge Fund Life Cycle and Why It Matters
The Hedge Fund Life Cycle and Why It Matters

Growing up, one of our family traditions was to order two plain cheese pies every Tuesday from a local pizzeria. The restaurant ran a “buy one,...

Engaging the Next Generation in Charitable Giving
Engaging the Next Generation in Charitable Giving

A common hope that many parents have is for their children to make a positive impact in society, whether it be within their own community or...

The “Who, What, Where, Why, and How” of Private Placement Life Insurance
The “Who, What, Where, Why, and How” of Private Placement Life Insurance

Who Should Consider A PPLI? Families with an allergy to income taxes and an appetite for tax-inefficient investments or investment strategies are...

Planning for a Liquidity Event
Planning for a Liquidity Event

If you are in the enviable position of having years of hard work pay off with an upcoming liquidity event, there is a lot to prepare for before...

Inheritance Planning: 5 Questions to Ask Before Leaving Money to Your Kids
Inheritance Planning: 5 Questions to Ask Before Leaving Money to Your Kids

As a parent, you want the absolute best for your children (and further descendants!), so it is normal to worry how the wealth you pass down will...

A Technology-Enabled Life Requires a Cybersecurity Mindset Shift
A Technology-Enabled Life Requires a Cybersecurity Mindset Shift

If you have an email account, online banking access, and smart devices such as doorbells, thermostats, or security cameras, then you are under...

The 2020 Election is Coming: What Should I Do?
The 2020 Election is Coming: What Should I Do?

As the election nears, many investors are attempting to predict how the market will react to a Trump or Biden victory. The two candidates have...

Strategies for a Low Interest Rate Environment
Strategies for a Low Interest Rate Environment

The Federal Reserve plans to keep interest rates low until at least 2023, in this article we offer six financial planning strategies that benefit...

How Do I Start a Family Foundation?
How Do I Start a Family Foundation?

Many families with philanthropic goals consider forming family foundations. In this article, we discuss the steps to forming a foundation, as well...

Sampling of our Favorite Investment Books
Sampling of our Favorite Investment Books

Summer is in full swing, so we thought we would share some investment-related books that have helped form the foundation of Lake Street’s...

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