by Excelsior Capital | Nov 4, 2020 | Investing, Resources, Webinars
What is Private Placement Life Insurance (PPLI) and Who Is It For? Families and high income individuals looking to convert highly inefficient taxable assets into favorable tax-efficient investments should consider Private Placement Life Insurance (PPLI). What is...
by Excelsior Capital | Sep 5, 2020 | Investing, Resources, Webinars
How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) [Webinar] How to Successfully Leverage an Employee Stock Ownership Plan (ESOP) What is an ESOP? And what benefits can it provide...
by Excelsior Capital | Sep 2, 2020 | Investing, Resources
Why Investors Choose to Invest in Alternatives Using Their Self-Directed IRAs There is an entire investing universe that extends beyond basic long positions in equity and fixed income investments. Why Investors Choose to Invest in Alternatives Using Their...
by Excelsior Capital | Aug 28, 2020 | Investing, Resources, Webinars
Post-Election Family Business Planning How should business owners approach the uncertainty of this election season? [Webinar] Post-Election Family Business Planning As many businesses have finally begun to re-stabilize after the staggering effects of COVID-19,...
by Excelsior Capital | Aug 14, 2020 | Investing, Resources
The 4 Most Recession-Resistant Commercial Real Estate Asset Types Real estate is a well-known asset class that has been used to build wealth for centuries, defend against inflation and is sometimes referred to as recession-resistant. The 4 Most Recession-Resistant...
