tax-strategy
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David Bull Wants to Turn the Family Fortune Into a Family Business
The Ark Financial founder has a simple diagnosis for entrepreneurial wealth: the experts may all be competent, but nobody owns the seams. His answer is an operating system for the business of the family.
NorthRock Built a $12 Billion Firm Around the Rich Person's Worst Job: Coordination
Wealth creates options - and an absurd amount of administrative work. NorthRock's bet is that affluent clients will pay one team to make the investment manager, CPA, estate lawyer, insurance adviser and philanthropy plan behave like one system.
Gratus Capital Built the Anti-Wall-Street Wealth Firm - Then Chose a Bigger Bench
Hank McLarty left the wirehouses to put tax, estate and investment specialists on one team. Nineteen years and roughly $3.8 billion later, Gratus made the counterintuitive move: surrender the stand-alone firm to expand what clients could get.
The Accountant Who Decided Bookkeeping Should Feel Like Software
Matt Gardner shut down a traditional CPA practice to rebuild it as Hiline - one team, one bill, and technology that keeps small-business numbers current instead of three weeks late.