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.

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 […]

Was Your Identity Compromised in the Equifax Cybersecurity Breech?

On September 7, Equifax – one of the three largest American credit agencies – announced a cybersecurity incident potentially impacting consumer information, including Social Security […]

Is “unretiring” right for you?

A look inside each stage of preparing your business for sale Four and a half million Americans over age 50 are going back to work […]