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.

Successful Women | A circle of care

Recruit a deep bench of professionals who work well together Advances in medicine and technology have increased Americans’ longevity and quality of life, though the […]

Successful Women | Leaving the vacation home to family

Tap into available strategies to ensure a smooth transition for those you love Whether sporting a lakefront view or nestled in a mountainside perch, your […]

AEGIS Professional Development Day

Once a quarter, we spend a day dedicated to team building. Our first Professional Development Day was Monday, July 24th.  The team at the Copper Rock Coffee Company  […]