David Hauser || M&A and HNWI Wealth Tracker

Family Office Tax Location Guide

• 🔥 PwC 2026 Guide Released: PwC Family Office Location Guide 2026 details taxes on income from investments and...

PwC's Family Office Location Guide 2026 flags tax on income from investments: Yes, and from real estate: Yes. Plus other taxes like stamp duty and...

Key risks ahead of 2027 NV session for landlords in booming LV market:

• Compliance burdens like fees, inspections, and data reporting hit small...

Key angles on energy turmoil hitting HNW portfolios:

• Oil rebound: Collapsed talks lift prices to ~$98, potential $105-110 retrace if conflict...

Ideal for HNWI portfolios: Holdings provide diversified equity exposure across dozens of firms, earning from dividends and appreciation while...

Nevada's neon-to-waterfront shift draws HNW retirees to Lake Las Vegas in Henderson.

Key draws for wealth preservation:

• Affluent demo: 11,801...

Regulatory scrutiny intensifies on $1.8T private credit market amid redemptions and troubled loans, with Fed querying banks and insurers on systemic...

$2.4T in U.S. real estate shifting to heirs—here's how to avoid pitfalls:

• Estate loopholes: Update docs post-life events, align beneficiaries (they...

Founders from family businesses must shift mindsets for global scaling and M&A readiness:

• Ditch solo improvisation: Build autonomous teams to scale...

Tax perks + asset protection drive U.S. HNWIs to international residency programs for geopolitical diversification. Key options:

• Portugal:...

Private Credit Risks Escalate

• 🔥 Fed Probes Bank Exposures: The Federal Reserve is asking major U.S. banks for details on their exposure to the...

Key signals for HNWI portfolios amid rally:

• Energy stabilization post-ceasefire: WTI crude near $100, VIX below 20 easing hedging demand
• Risk-on...

• CI Chief Exit Amid Challenges: Guy Ficco steps down after 30+ years, facing hiring freezes and workforce shifts to immigration, yet CI advances AI...

Core HNWI checklist trend: Secure legacy with visibility and tax-proofing.

• Identify docs: Will, trust, financial/health care POA, living will—each...

Key trust types for wealth preservation:

• Revocable vs irrevocable: Core distinction in 2026 planning, covering setup, costs, mistakes.
• Special...

Washington's shift to 9.9% tax on income >$1M (from 2028) erodes its zero-tax appeal, but key edges over CA's 13.3% remain for HNW entrepreneurs:
-...

Vast majority of Fed officials note progress toward 2% objective could be slower than previously expected, worrying over potential stall – key watch for HNW portfolio shifts.

Tax-alpha framework via trusts: Successful startup founders transfer shares to 10-12 family trusts, enabling $15M zero-tax sales per trust.

• High...

HNWI opportunity in cooling LV market: inventory up 16% to 6,256 listings, median price down 1% to $465k, 53 DOM.

• Hot migration zips: 89135...

Regulatory scrutiny ramps up on $1.8T private credit amid redemptions surge ($20B+ Q1 from wealthy investors) and troubled loans—key signal for...