Author page: Carolyn B.R. Decker, CFP®, CPA, PFS

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...

Advice in the Age of Pandemic: Part II
Advice in the Age of Pandemic: Part II

The world is experiencing a public health and economic crisis unlike any other in modern times. We are in uncharted territory. While the COVID-19...

Advice in the Age of Pandemic
Advice in the Age of Pandemic

The world is experiencing a public health and economic crisis unlike any other in modern times. We are in uncharted territory. While the COVID-19...

Talking with Your Kids About Family Money – The Prenup Edition
Talking with Your Kids About Family Money – The Prenup Edition

Have the Prenup Discussion with Your Children Quite possibly, the only thing that parents dread more than talking with their kids about the birds...

Why High Net Worth Families Should Use a Multi-Family Office
Why High Net Worth Families Should Use a Multi-Family Office

The Benefits of Adding a Wealth Management Firm to Your Advisory Team Fee-conscious, high net worth families who have a strong estate attorney and...

The Greatest Gift Wealthy Parents Can Give Their Children
The Greatest Gift Wealthy Parents Can Give Their Children

3 Tips to Teach Your Children Responsible Spending  As a multi-family office, our job often goes outside the normal bounds of typical financial...

Pursuing Minimized Taxes With Private Placement Life Insurance
Pursuing Minimized Taxes With Private Placement Life Insurance

How High Net Worth Investors Can Have Their Cake and Eat It Too, with PPLI The increase in the estate exemption to $11.18m in 2018 has many...

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