Our video series is designed to inspire you to think and ask questions about wealth-planning and your financial goals. Take a look at our collection, and contact us to learn more about how we can help with your financial planning needs.
Have you thought about what your plan will be when the light goes green? For the last several weeks business owners have been tackling obstacles due to COVID-19, but at some point the world will reopen and it's critical to have a plan. This recorded webinar reviews the best personal planning opportunities for business owners in the current environment and market.
Ali Nasser explains how and why entrepreneurs see risk differently than the rest of the world. Furthermore, he explains the concept of the Entrepreneur's Opportunity Cost TM and how the most successful business owners use it to change the way they make every future decision for their business and investments.
Do you have questions about what you should be doing given the current
market environment? Briggs & Veselka CPAs and AltruVista recorded their town hall
webinar in which they discussed key business and tax considerations during COVID-19, giving an overview of what business owners should be doing, and looking for, during this time of uncertainty. Webinar recorded April 23rd, 2020.
This unprecedented time is undoubtedly leading to many questions from your business owner clients. Right now business owners across the world are working with the executive teams to ensure business continuity, but it’s important that they look at their personal balance sheet for opportunities as well (recorded April 9th, 2020)
Traditional wealth-planning is often segmented, with multiple advisors providing services independent of one another. Although the advisors may have the client’s best interests at heart, gaps can often exist between plans and strategies. Our Wealth With Purpose® planning process is designed to integrate those advisors to ensure alignment with your plan.
When building a total wealth plan, it’s important to understand the basics of which assets are protected, and which are exposed. The benefits and tradeoffs of different types of assets will help you determine how best to plan for asset protection.
70 to 80 percent of family-owned businesses will not make it through the second generation. Effective succession planning must take into account the unique dynamics of such businesses, including family personalities, ownership structure and management.
At AltruVista, we put clients, not products, first. We help you crystallize your life goals, and then determine what strategies are best for achieving those goals. In the following video, Ali Nasser, principal of AltruVista, explains the value of independent wealth-planning advice.
AltruVista is an independent wealth-planning firm that caters to highly successful business owners. We match your life goals with strategic personal and business planning. Learn more about our process in the following video and follow along with Ali Nasser, principal of AltruVista.
AltruVista and BoyarMiller teamed up for a virtual town hall discussion on April 16th, 2020. Matt Veech, Shareholder BoyarMiller, Chris Hanslik Firm Chairman BoyarMiller, and Ali Nasser, CEO AltruVista discuss key business and legal considerations during COVID-19.
Christian Newton (Regional Director, Dimensional Fund Advisors) and Ali
Nasser, CFP®, AEP® (CEO, AltruVista) discuss the current state of the financial
markets, providing a historical perspective on market declines during previous
world events and giving an overview of what business owners should be doing,
and looking for, during this time of volatility.
Ali is a featured guest of the March edition of the IC-DISC podcast. The podcast features the challenges business owners face, the biggest misconceptions people have about wealth, and includes some stories Ali has encountered while working with business owners over the past decade.
Asset allocation means diversifying your portfolio between major asset classes. Asset location involves positioning those investments into accounts with the most favorable tax treatment. Learn how strategic asset location reduces your tax liability, without increasing your overall portfolio risk.
When determining the best vehicle to position investment assets, it’s important to build a strategy based on your particular wealth goals. Accumulation and distribution will vary between different types of assets, but the “best” asset class will be one that aligns with your unique objectives and circumstances.