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Transferring Profits Interests: Wealth Transfer Strategies for Professional Investors
Transferring Profits Interests: Wealth Transfer Strategies for Professional Investors

One impactful wealth transfer tool for professional investors is the ability to transfer (gift, sale, or exchange) the profits interest from the...

What Wealthy Families Need to Know - Corporate Transparency Act
What Wealthy Families Need to Know - Corporate Transparency Act

The Corporate Transparency Act (CTA) is the newest legislation impacting ultra-high-net-worth (UHNW) families, emerging amidst heightened efforts by...

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...

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