Business Planning Estate Planning Investment Planning 
Wealth Management
JUNE 11, 2025
Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Ratner Charles L. See more from Charles L.
Brown Advisory
MARCH 1, 2019
We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. SOURCE: Brown Advisory The “Planning J-Curve” As noted previously, entrepreneurial plans often follow a “J-curve” cycle, where time and money are sunk into a venture upfront, in order to reap payoff years later.
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Brown Advisory
MARCH 1, 2019
We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. As noted previously, entrepreneurial plans often follow a “J-curve” cycle, where time and money are sunk into a venture upfront, in order to reap payoff years later. Build / Grow. Post-Liquidity.
Brown Advisory
FEBRUARY 13, 2017
With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit. Identify the values you prioritize.
Brown Advisory
FEBRUARY 13, 2017
With a well-vetted business plan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit. Identify the values you prioritize.
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