Receiving a Large Gift From a Family Member: Topics to Review With Your Advisors
A plain-language look at the tax, documentation, and family questions that come with a large gift, and what to review with your advisors first.
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
financial advisor
advisor-coordination
equity compensation
liquidity event
exit planning
capital gains
estate planning
What Happens to Your Account If Your Financial Advisor Retires or Sells Their Practice
An advisor transition, retirement, a sale, a move to a new firm, changes more than who you call. Topics worth reviewing before it happens.
IPO Lockup Expiration: Topics to Clarify With Your Advisors Before Your Shares Unlock
When your IPO lockup ends, the tax timing and planning decisions around your shares benefit from early advisor input. Here are the key topics to address.
Robo-Advisors vs Human Advisors: Topics to Clarify Before You Choose
A look at what robo-advisors and human advisors each actually do, and the questions worth clarifying before you pick a path for a major financial decision.
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.
How Financial Advisors Get Paid, and Why It Matters
Fee-only, fee-based, and commission are not interchangeable terms. Here are the questions worth clarifying before choosing an advisor to work with.
IPO Lockup Expiration: Topics to Clarify With Your Advisors Before Your Shares Unlock
When your IPO lockup ends, the tax timing and planning decisions around your shares benefit from early advisor input. Here are the key topics to address.
Preparing for a Liquidity Event: Topics to Address With an Advisor
A liquidity event can convert years of equity into a single large sum of money. The planning work that should happen before that moment is different from anything that comes after.