Investment Policy Statements: Topics to Clarify With Your Advisor Before You Sign One
Before you sign an investment policy statement, it helps to understand what the document actually commits you and your advisor to.
Capivise insights
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
1031 exchange
business sale
advisor-coordination
liquidity event
real estate
capital gains
equity compensation
estate planning
exit planning
Charitable Remainder Trusts for a Concentrated Stock Position: Topics to Review With Your Tax Advisor
Selling a concentrated stock position outright can trigger a big gains bill. Here's how a charitable remainder trust works and what to clarify first.
Understanding Boot in a 1031 Exchange: What to Review With Your Advisor
A partially failed 1031 exchange usually comes down to boot. Here's what the term means and what to clarify with your advisor before you close.
How ACATS Transfers Work When You Switch Financial Advisors
What an ACATS transfer actually moves, how long it takes, and the questions worth asking before you leave one advisor for another.
DST Exit Strategies: Topics to Review When a Sponsor Plans to Sell the Property
What happens when a DST sponsor sells the underlying property, and the questions worth raising with your advisor before that day comes.
Earnout Provisions in a Business Sale: Topics to Review With Your Advisors Before You Agree to One
An earnout ties part of your sale price to results you don't fully control after closing. Here are the topics worth reviewing with your advisors first.
Questions That Surface Red Flags Before You Engage a Financial Advisor
Some advisor red flags never show up unless you ask directly. Here are the questions worth raising before you decide who to work with.
Inheriting Life Insurance Proceeds: Topics to Review With Your Tax and Estate Advisors
A life insurance payout looks simple on paper. The questions worth asking before you act on it usually aren't.
Inheriting an IRA or 401(k): Topics to Clarify Before You Decide How to Take Distributions
What to clarify with a tax advisor before taking distributions from an inherited IRA or 401(k), since the rules vary by beneficiary type.