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Discover expert insights from Thayer Partners, a boutique wealth management firm serving high-net-worth individuals and families.

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When an IDGT Makes Sense for a Family Business
Tax Planning Estate Planning Financial Planning

When an IDGT Makes Sense for a Family Business

Strategic estate planning for family business owners requires sophisticated tools that preserve wealth across generations while minimizing tax burdens—understanding when an IDGT aligns with your succession goals is critical. Understanding...

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Top 3 Reasons To Have A Tax Plan Before Year-End
Tax Planning Financial Planning

Top 3 Reasons To Have A Tax Plan Before Year-End

Smart business owners know that waiting until April to think about taxes means leaving money on the table—discover why year-end tax planning is your most powerful strategy for reducing liability...

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Thayer Partners Quarter 2 Investment Commentary
CIO Commentary

Thayer Partners Quarter 2 Investment Commentary

Highlights Stocks Post Very Strong 2Q Returns, as the AI Trade Outweighs and Outlasts the War AI and Technology Stocks Powered by Robust Fundamentals, Spacex Glow Cooling Tensions in Persian...

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