Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Advice4Life | November 2017 | Are you considering changing jobs?

Do you have 401k plans or pensions with your prior employer?  Are you considering changing jobs? If you are going through this transition or know […]

Fall Favorites before the Snow Hits | Fall Bucket List

Fall swooped in quickly, as it always does and we want you to take full advantage of this beautiful changing time while it lasts. Below […]

How family offices are investing directly in businesses

For decades, corporations, public market investors and private equity firms with deep pockets got the attention of business owners seeking new investors or an influx […]