Wealth Management

JUNE 11, 2025

Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. I just thought it appropriate to acknowledge the challenge.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

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.

Planning 52

Planning Estate Planning Clients Startup 52

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.

Planning 52

Planning Estate Planning Clients Startup 52

Sara Grillo

MAY 23, 2022

Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies. No business plan, no. He does not take discretion of client assets. So yeah, I think.

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

With a well-vetted business plan, she came to us for guidance on how to proceed. We find that in most cases, when a client is transitioning assets toward sustainable investments—especially when a portfolio is already fully invested—it is important to move deliberately. It was a highly rewarding outcome for all parties.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

With a well-vetted business plan, she came to us for guidance on how to proceed. We find that in most cases, when a client is transitioning assets toward sustainable investments—especially when a portfolio is already fully invested—it is important to move deliberately. It was a highly rewarding outcome for all parties.

Clients 52

Clients Portfolio Planning Education 52