David Hauser || M&A and HNWI Wealth Tracker

Rising trend in wealth tax proposals targets HNW preservation tactics:

• NY Gov. Hochul pushes pied-à-terre surcharge on NYC second homes >$5M, eyeing...

Trend spotlight: Surging buyer pools compress RIA sale timelines to 6-12 months amid remarkable liquidity.

Evaluation checklist:

• Core valuation:...

Advisors/CPAs: Free one-click access to 12 proven tax strategies on TaxStatus platform—start 2026 planning now across all clients.

The checklist...

HNW retirement isn't a single number like $1.26M—it's modeling lifestyle, taxes, and risks for post-exit business owners.

Key framework for financial...

Nevada resilience shines amid national slowdown:

• US existing sales fell 3.6% to 3.98M units nine-month low, hit by tight inventory, higher rates,...

Bonds deliver capital preservation and cash flow – here's a practical 5-step guide for private investors:

• T-Bills: Ladder short-term (up to 1 yr)...

Global AI boom spurs Indian family offices to US markets, where richer playbooks abound in AI, cloud, and infra—scarce domestically.

• Access routes:...

Mariner's latest moves exemplify RIA platform expansion through targeted team adds:

• St. Louis team (Blake & Connor Dunlop, $400M AUA) and Maryland...

Acceleration at the top tier reshapes RIA exits for HNW clients:

• 93 deals, +24% YoY, tying most active quarter ever—buyers flush with dry powder.
  -...

• Generate yield on idle BTC: Corporates/HNWIs face zero native yield; Psalion delivers 3.5% annually via market-neutral DeFi pools, no impermanent...

• Efficiency crisis: Wealth managers spend 30-40% of time on manual reconciliation for global capital transfers.
• Portfolio complexity: Family...

Tax Strategies for High-Net-Worth Individuals

• 🔥 Proactive Tax Minimization Over Preparation: High-net-worth earners need tax minimization...

• Goldman's fixed income revenue fell 10%, $910M below expectations — rare stumble for its flagship business.
• Rivals crushed it: JPM +21% to $7.1B,...

• Core issue: Growth feels unstable due to lack of cash visibility and unclear profit drivers, despite rising revenue.
• Expenses often rise faster...

Key trust distinctions for wealth transfer:

• Revocable vs. irrevocable: Fundamental revocability aspects
• Living vs. testamentary: Timing of creation
  Many types used in estate planning—start here for family governance frameworks.

• Geopolitical drag: Iran war has US companies in wait-and-see mode, per Fed report – delaying investments and liquidity moves critical for HNWI...

• Global exodus accelerating: High rates (e.g., Denmark 60.5%, Finland 59.4%) plus wealth taxes push entrepreneurs to 0% havens like UAE/Cayman.
• US...

Essential pre-sale checklist to convert practice value into tax-efficient wealth:

• Audit balance sheet early: Assess liquidity, tax-deferred...

Market volatility is spinning record profits for wirehouse wealth units, as HNWIs seek alloc, tax, and preservation advice:

• BofA: Global wealth...

Unlock permanent cap gains deferral via Qualified Opportunity Funds (QOFs) in designated tracts—ideal for tax-efficient RE investing.

Practical steps...