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Business and real estate

Your Assets
Investing in a business or commercial real estate requires a strategic approach. Browse the content below for tips and commentary from our strategists.

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Two people view performance figures outside a well-lit upscale conference room
  • Articles
  • Your Assets

Bringing family members into your business – dos and don’ts
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A business owner talks with key advisors
  • Article
  • Your Assets

5 common regrets after selling a business – and how to potentially avoid them
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: Group of businesspeople having a meeting in an office
  • Articles
  • Your Assets

How family business governance can help with business transition
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Three women share business leadership tips
  • Articles
  • Your Assets

Positioning yourself: Overcoming gender bias in business
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A group of people discuss business plans pinned to a wall.
  • Articles
  • Your Assets

Starting a business: Considerations for new entrepreneurs
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Adirondack chairs in front of a large yellow house with white columns
  • Articles
  • Your Assets

Gifting equity in a home
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Rows of apartments
  • Articles
  • Your Assets

Considerations for investing in commercial real estate
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An older couple cuddles and smiles on a blanket by a pier
  • Articles
  • Your Assets

Multistate residency and your tax liability: Details to know
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A modern, two-story international-style house with a covered patio and a pool
  • Articles
  • Your Assets

Common law property vs. community property: What to know if you move
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Cows graze near windmills
  • Articles
  • Your Assets

Agriculture and sustainability: Stewarding long-term assets
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A business is open sign.
  • Articles
  • Your Assets

Estate taxes on a closely held business under IRC 6166
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A row of luxury homes reflected in a lake.
  • Articles
  • Your Assets

The evolving math of buying and owning multiple homes
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Learn more

Talk to your advisor or, if you don’t have one, schedule a call with one of our investment professionals.

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This information is provided for educational and illustrative purposes only.

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