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.

AEGIS Team Activity in the Community

By Megan Kok Michael Donnan, CLTC, Associate Advisor, hopped aboard a big yellow school bus to embark in team building, exploration and learning exercises in September. […]

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 […]

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 […]

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