David Hauser || M&A and HNWI Wealth Tracker

The Founders 100 ETF (FFF) lets investors access founder-led public companies that have outperformed the S&P by an average 4% annually over 30 years,...

The Fed's first 25 bp rate increase since 2023 pushes floating-rate private credit borrowers into higher interest costs just as defaults reach record...

PulteGroup launched its 1,100-acre Aries master-planned community in Henderson with a grand opening at Greenbow Park.

• Housing supply boost: 24...

Dolly Parton’s planning underscores how trusts and private structures shield HNW legacies from public scrutiny.

• Probate exposure limited: Only...

Higher-for-longer rates create clear winners and risks for high-net-worth portfolios.

• Cash yields surge as savings and CDs rise with the federal...

Whole-of-life assurance delivers a guaranteed payout on death to cover IHT without forcing asset sales.

• Trust ownership keeps proceeds outside the...

Australia's private credit sector is delivering painful lessons for wealthy investors on the gap between headline yields and actual wealth...

Irrevocable trusts deliver asset protection and intergenerational planning but trigger separate income-tax analysis once funded.

Key...

The 2026 federal basic exclusion stands at $15 million per person, a cumulative lifetime threshold applying to combined taxable gifts and the estate...

Growth equity delivers partial founder liquidity and expansion capital in one check while avoiding heavy debt in a high-rate environment.

• Control...

Tighter AML, KYC and SAFE scrutiny in 2026 makes documentation the main delay risk for FIE profit repatriation.

Key checklist items:

• Match route to...

A 1% annual tax drag on S&P 500 portfolios compounds into a 45.4% overall loss from 1976-2025, turning an 11.67% pre-tax return into 10.57% after...

Bain Capital Ventures closed its $1.6 billion Fund XI to target AI infrastructure, physical AI, security, and services for a post-AGI world. As part...

Founders who coordinate entity selection, cap tables, equity grants, and tax planning from day one position themselves for smoother exits and better...

Higher rates transmit gradually through refinancing walls in housing and CRE.

• Leveraged borrowers and property owners face cash-flow strain over...

High-yield income vehicles like BDCs, MLPs, and REITs deliver reliable payouts through mandatory distributions but embed distinct risks that HNWIs...

A spinout from the billionaire owners' family office of construction giant Michels Corp. is expanding into public equities with a 'Rebuild America'...

Estate planning works best as a coordinated system, not isolated documents. A revocable living trust must be fully funded to bypass probate, while...

Tare's $13.25 million raise targets fragmented private-credit workflows by placing loan records and payments on Avalanche blockchain, aiming to cut...

Leonard Green takes a minority stake in the $40B AUA RIA, injecting significant capital for national expansion while leaving CEO equity and leadership...