Insights | www.schechterwealth.com

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March 20, 2025

Key Considerations When Selling Your Business

Selling a business is one of the most significant decisions a business owner will ever make—both emotionally and financially. There are many factors to consider, and proper planning can make the difference between a successful transition and a missed

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January 30, 2025

Alternatives Are Core To What We Do

Aaron Hodari, Schechter’s Managing Director and Senior Advisor, talks to host Alex Cavalieri, Head of Marketing at CAIS, about the importance of alternative investments education. The firm focuses on alternative investments education as soon as the

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January 1, 2025

Quarterly Newsletter - Q1 2025

2024 Year in Review As we look back on 2024, there were a handful of themes that impacted markets. First was the continued dominance of US stocks over their international counterparts (more on this below). The Russell 3000 index of US stocks gained

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December 23, 2024

A Unique Year-End Tax Strategy for Charitable Giving

As we approach the end of the calendar year, it’s the perfect time to review opportunities for maximizing the impact of charitable contributions—both for the organizations you support and for your own financial wellbeing. One particularly effective

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December 17, 2024

Wealth and Wellness: Balancing Wealth Accumulation with Personal Fulfillment

For ultra-high-net-worth individuals, the pursuit of wealth often demands relentless focus, innovation, and sacrifice. But once financial goals are achieved, another challenge arises: How do you find fulfillment beyond accumulating assets? Balancing

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December 10, 2024

Alternatives Boost Schechter's Fast Growth

Schechter Investment Advisors has tripled its business in the last five years, in part by introducing its high-net-worth clients to alternative investments, according to the firm’s leaders. To a large extent, alternative investments are still

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December 9, 2024

Managing the Complexity of Estate Planning

At Schechter, we understand the intricacies involved in estate planning and are committed to providing you with a thorough review of your existing plan. Our team of experts will work closely with you to ensure that your estate plan aligns with your

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December 6, 2024

Tax-Advantaged Philanthropy: Understanding Donor-Advised Funds, Private Foundations, and More

For ultra-high-net-worth individuals (UHNWIs), philanthropy is about more than giving back—it’s an opportunity to create meaningful impact while leveraging significant tax benefits. Effective charitable planning can align your financial goals with

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December 5, 2024

When Trusts Matter

When Trusts Matter for Ultra-High-Net-Worth Families When you’ve built significant wealth, protecting it for the future goes beyond routine investment management. Ensuring your wealth endures and grows across generations takes a careful, strategic

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December 3, 2024

Transferring Wealth to the Next Generation: Essential Tips for Wealthy Families

Transferring wealth to the next generation is about more than dollars and cents; it’s about ensuring your family’s values, legacy, and goals endure for generations to come. As a wealth manager, we’ve seen first-hand how strategic planning, proactive

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