David Hauser || M&A and HNWI Wealth Tracker

Foreigners chasing Southeast Asian property often rely on nominee arrangements, but these are illegal and trigger deportations plus jail time for...

Asset managers now own 139 life insurers holding $321B in affiliated assets, using insurance liabilities as permanent capital for private credit.

HNW...

International entrepreneurs gain credibility and capital access by incorporating in the U.S., but must navigate state-specific rules and tax nexus...

• Las Vegas single-family sales fell 7.4% YoY in September with median prices at $470,000, below the $490,000 peak, as rising mortgage rates constrain...

A Bellair Road and Janic Capital consortium, backed by the GT Ferreira and Moolman family offices plus Investec, acquired LekkeSlaap from its...

Successful exits integrate commercial, tax, succession and personal planning long before any transaction.

12-to-36-month readiness checklist drawn...

HNW households and investors should monitor these 2026 state ballot measures for potential tax impacts:

• North Carolina: Constitutional amendment to...

Today's resilient wealth plan prioritizes flexibility and independence over linear milestones like homeownership or fixed retirement.

• Liquidity...

Allison Zimmerman's 22-year path to co-owning Cooke Residential with mother Lucia Cooke shows how early involvement, ongoing education, and shared...

Devon's $4.22 billion Eagle Ford exit to Crescent carries a $370 million gap to Crescent's estimated $3.85 billion net price after closing...

Draft rules impose a 30% minimum tax on discretionary trusts from 2028, hitting capital gains at exit and future dividends.

Founders must weigh three...

AI accelerates hypothesis testing and extracts signals from complex public data that markets price slowly.

Key caveats for HNW investors:

• Models...

Tax work is emerging as the foundation for deeper HNW relationships, as Navesink Wealth Management's shift shows: client ties that began with annual...

Recurring exits in the same seat signal unclear mandates and founder bottlenecks, not bad hires.

• Vision test: Ask leaders to restate your vision...

Las Vegas City Council approved a lease for UNLV's new downtown office at the Civic Center, delivering student services, workforce development,...

Private credit carries risks including credit risk, default risk, concentration risk, interest rate risk, and geopolitical risk.

Cerity Partners acquired Echo Wealth Management and its $337 million AUM to expand service breadth in tax, estate, insurance and investment planning....

Founders preparing for an exit must reduce personal dependence and organize operations to maximize value in today's cautious buyer market.

• Reduce...

RISE applies single-family office structures to athletes making sudden windfalls, emphasizing education and disciplined governance over ad-hoc...

Sophisticated trusts like generation-skipping and dynasty vehicles deliver tax advantages only when paired with liquidity planning and disciplined...