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

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RIA Market Update: Q3 2026
RIA Market Update: Q3 2026
Publicly traded investment management firms advanced in Q3 2026, with both large and small traditional managers outperforming the broader market while alternative asset managers continued to lag.
RIA Valuation Insights Blog Investment Management
Read Now about RIA Market Update: Q3 2026
When RIA Owners Disagree on Value
When RIA Owners Disagree on Value

Choosing the Appraiser, the Process, and the Rules of Engagement

Valuation disputes among RIA owners require more than a defensible appraisal—they also require a clear process for selecting a qualified, independent appraiser and establishing fair rules of engagement. Thoughtful dispute-resolution provisions can help parties reach a credible conclusion even when perspectives on value differ.
RIA Valuation Insights Blog Investment Management
Read Now about When RIA Owners Disagree on Value
September 2026 | The Hidden Control Problem in a Wandry Gift
Value Matters® September 2026

The Hidden Control Problem in a Wandry Gift | When the Value Determines the Percentage, and the Percentage Changes the Value

A Wandry formula can help a donor transfer a specified dollar value of closely held stock while leaving the final ownership percentage to be determined through valuation. But when that percentage crosses a control or governance threshold, the rights and marketability of the resulting interest may change, and so may its value.

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