Guides
Insights for managing concentrated stock positions
Explore strategies for diversification, tax deferral, and portfolio planning designed for founders, executives, and long-term investors holding large single-stock exposure.
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Diversification
Smart Parts, Explained: An Operator’s View of Bombardier’s Airframe Parts Program
Exchange Funds
How Does an Exchange Fund Successfully Manage a Fleet of Private Jets?
Exchange Funds
The New Frontier of Aircraft Ownership: How a 721 Exchange Fund Is Changing Private Aviation
Exchange Funds
What is a 721 Exchange Fund – and Why Should Private Air Travelers Take Note?
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Articles
Why Your Private Banker Is Now Handling Your Travel and Shopping Needs
Wealth managers are betting that high-touch lifestyle management will keep the multimillionaire set from jumping ship
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Slashing Tax Bills for Rich Investors Is a $1 Trillion Business
Active managers are in a new gold rush, racing to develop strategies that can help wealthy Americans crush their tax bills.
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The ETF Tax Loophole That Wall Street Is Exploiting
Section 351 ETF seeding is gaining traction with wealthy investors, but the practice may invite IRS scrutiny.
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The hottest routes in private aviation right now say a lot about where money's moving
A surge in private jet travel along key routes last year points to a new map of global wealth. Eleven routes saw at least a 65% increase…
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Wall Street found an ETF tax loophole worth $8.7 billion
Wealthy investors are using a century-old tax law to transfer appreciated stocks into new ETFs without paying a dime in…
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VC firms rarely reinvent themselves. Kleiner Perkins did—and has a new $3.5 billion to show for it
Kleiner Perkins, a legendary VC firm, has raised a new $3.5 billion fund, surpassing expectations and signalling a strong focus on…
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As tech stocks soar, executives use exchange funds to diversify wealth without selling
Strong market returns and the AI boom have meant new riches for some employees, but it’s risky to have too much of your net…
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Latest 351 Exchange Trick? A $150,000 Minimum
Investors who want in on Alpha Architect’s next 351 exchange ETF no longer need at least $1 million — as long as their account is at Charles Schwab.
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More Articles
Exchange Funds
Introducing Craft Pod: Asset Diversification Meets Modern Fractional Aircraft Ownership
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Founders
Private Aviation Charter Company Using AI to Enable High-End Client Service
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Exchange Funds
‘CRAFT’ announces novel 721 exchange fund
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Founders
US’s Craft Charter presents new aircraft ownership model
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