An Inside Look at Asset Management in Today’s Environment

by Excelsior Capital | Jun 12, 2022 | Podcasts

EXCELSIOR CAPITAL PRESENTS An Inside Look at Asset Management in Today’s EnvironmentWhat does it take to effectively manage financial assets? With the numerous financial instruments out there, how do we determine which is better for you than the rest? Back to all...

An Outlook on Private Wealth and Family Office Trends

by Excelsior Capital | Jun 11, 2022 | Podcasts

EXCELSIOR CAPITAL PRESENTS An Outlook on Private Wealth and Family Office TrendsTo evaluate whether a family office is a realistic option, you must first understand what a family office is, the fees associated with it, and the many types of family offices available....

The Impact of Rising Interest Rates on Commercial Real Estate

by Excelsior Capital | May 27, 2022 | Investing & Blog, Resources

The Impact of Rising Interest Rates on Commercial Real Estate With interest rates being a major factor in commercial real estate returns, many investors fear what high rates, with cap rates following, could mean for their existing portfolios. The Impact of Rising...

State Pass-Through Entity Taxes

by Excelsior Capital | Apr 12, 2022 | Investing & Blog, Resources

State Pass-Through Entity Taxes In this blog, Tony Switajewski and Dustin Hubbard of CLA (CliftonLarsonAllen LLP) provide insight into State Pass-Through Entity Taxes. State Pass-Through Entity Taxes In this blog, Tony Switajewski and Dustin Hubbard of CLA...

Upcoming Depreciation Tax Law Changes

by Excelsior Capital | Mar 15, 2022 | Investing & Blog, Resources

Upcoming Depreciation Tax Law Changes With tax season upon us, now is a great time to discuss depreciation tax law changes coming in the next few years and how this may impact your financial plan. With tax season upon us, now is a great time to discuss depreciation...