DO YOU REALLY KNOW WHAT YOU’RE GETTING INTO? Someone you love has named you the executor of their estate in their will. Aside from feeling pleased that they respected your…
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Once upon a time, family business patriarchs had it easy when it came to deciding who would take over the family business. Centuries-old customs required that the eldest son “regardless…
Most people would answer that question”NO!” very quickly. But in the case of an owner of a business, who is also an officer of that business, the IRS may have…
After a lot of soul searching and eighteen years in our family’s manufacturing business, I decided it was time to consider moving on to a new career. My family supported…
“I’ve never been so excited about school. I look forward to every class session. I’m even doing the optional reading.” Those seldom-heard words encourage any teacher, including me. But this…
When pop musician David Bowie issued $55 million of ten-year bonds secured by royalties from his first 25 albums, institutional investors snapped them up immediately. Moody’s Investor Services gave the…
The Robert F. Driver Co., Inc. is a portfolio company of the 1818 Mezzanine Fund, L.P., an investment partnership managed by Brown Brothers Harriman & Co. (“BBH”). Since raising its…
With the speed of business moving faster than ever, who in your business is minding the future? What can you do TODAY to plan for the future of your family…
In addition, private closely-held companies have enjoyed a period of sustained prosperity since the 1980s. A generally favorable economy, combined with declining interest rates, has enabled hundreds of thousands of…
It’s derisively called the death tax, the vulture tax, the survivor’s tax, the exit tax, or the departure tax. But the federal estate tax is no laughing matter. For many…
Mailing Address
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Dallas, TX 75205
Working From
Telluride
127 Double Eagle Drive
Telluride, CO 81435
San Diego
6119 La Granada, Suite C
Rancho Santa Fe, CA 92067
Scottsdale
34522 N Scottsdale Rd.
Scottsdale, AZ 85266
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11823 Mill Rock Road
San Antonio, TX 78230
Mailing Address
4447 N Central Expy, 110-317
Dallas, TX 75205
Headquarters
3811 Turtle Creek Blvd, #1830
Dallas, TX 75219
(214) 559-3999
Working From
Telluride
127 Double Eagle Drive
Telluride, CO 81435
San Diego
6119 La Granada, Suite C
Rancho Santa Fe, CA 92067
Scottsdale
34522 N Scottsdale Rd.
Scottsdale, AZ 85266
San Antonio
11823 Mill Rock Road
San Antonio, TX 78230