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Private Credit Market Evolution
Jamie Dimon just did a complete 180 on private credit. From “stay away” to investing $50 billion in 10 days. What changed his mind? And…
Advanced Tax Planning Strategies for Family Offices and Private Enterprises
Taxes can quietly erode wealth if not planned for carefully. That’s why smart tax planning strategies aren’t just helpful – they’re essential for high-net-worth families…
What Are Forensic Accounting Services and When Do You Need Them?
According to the Association of Certified Fraud Examiners, companies lose an estimated 5% of their revenue to fraud each year. That’s not just a line…
What Are the Best REITs to Invest In? Avoid These 3 Common Mistakes First
REITs returned over 10% to investors in 2023 alone. That’s impressive – but chasing returns without a strategy can be risky. Everyone wants to know:…
Emily Uppleger Presents at Strafford Webinar on Outside Basis
August 1, 2025 | Webinar Emily Uppleger, CPA and Director at Prosperity Partners, was a featured speaker in the Strafford webinar “Outside Basis: Determining, Documenting, and…
Geopolitical Risk Management
Trade wars are creating some unexpected winners and losers. Japan just got a 15% tariff deal with the US. Canada and Mexico? Still paying 25%…
Why Opportunity Zones Lost Their Shine
A few years ago, Opportunity Zones were everywhere. But here’s the truth: great tax incentives can’t fix poor investments. Today, the smartest family offices start…
Why Families Are Re-Thinking Generational Wealth
One of the most meaningful conversations we have with clients: “Should we give the next generation everything?” Many say no. Not because they’re stingy—because they…
This One Thing Will Save You in an Audit
When the IRS shows up, it’s too late to prepare. The best defense? Documentation done before the deal. Every family office we advise hears the…
The Culture of Readiness: What PE Buyers Look For
Not all revenue is created equal. Buyers don’t just look at topline—they study quality of earnings: 👉 Recurring revenue 👉 High-margin clients 👉 Low churn…