Corporate Valuation, Financial Services

October 29, 2020

What RIAs Need to Know About Current Estate Planning Opportunities

Estate and tax planning matters are an important component of the overall financial plan for many RIA clients.  The current tax policy and market environment create unique estate planning opportunities that may not last if economic conditions normalize or if Biden wins in November.  This webinar addresses the available opportunities that RIA principals and advisors should be aware of in the current environment. Original air date: October 28, 2020
Author
Brooks K. Hamner
Senior Vice President
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Making Money in Money Management
Making Money in Money Management

What First Eagle and Wealth Enhancement Can Tell Us About Building Value

Asset managers and wealth managers can reach similar valuations through very different economic models, with relationships, product scalability, growth, and operating leverage shaping the path to value. First Eagle and Wealth Enhancement Group illustrate why sustainable AUM growth and durable cash flow matter more than scale alone.
RIA Valuation Insights Blog Investment Management
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August 2026 | Charitable Gifting Before the Exit
Value Matters® August 2026

Charitable Gifting Before the Exit | Timing, Valuation, and Planning Pitfalls

For advisors to high-net-worth business owners, charitable gifts of appreciated business interests can offer significant tax advantages. They can also be among the more technically demanding charitable planning strategies.
Value Matters® Newsletter
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The Valuation Provision in Your RIA’s Buy Sell Agreement Is Probably Stale
The Valuation Provision in Your RIA’s Buy Sell Agreement Is Probably Stale
RIA buy sell agreements can become dangerously outdated as firm values and market conditions change. Reviewing valuation provisions before a triggering event can help identify stale prices, flawed formulas, and gaps in appraisal procedures.
RIA Valuation Insights Blog Investment Management
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