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Private Placement Life Insurance: A Sophisticated Planning Tool for Families with Taxable Estates
4th February 2026
Private Placement Life Insurance (PPLI) is one of the most misunderstood planning tools in wealth management. It sounds complex. The life insurance industry has not always helped by layering on jargon. And because PPLI is typically used by families with taxable estates and institutional investors, many advisors and families have limited firsthand exposure to it. What experience has shown us, however, is that PPLI is not inherently complicated, it is simply different. For certain families, particularly those holding tax-inefficient assets and planning across generations, it can be a highly effective structure when evaluated and implemented thoughtfully.
When the Bull Market Hides the Broken Plan: Why Now Is the Time to Review Your Estate
26th January 2026
For the past fifteen years, checking your investment account has been gratifying. Markets have climbed with only brief interruptions. Balances have grown. The numbers on the screen have mostly gone up and to the right. And because of that, many investors haven’t felt compelled to look closely at the details. Why scrutinize something that’s working? The problem is that the same complacency often extends beyond portfolios and into estate planning. If you haven’t opened your brokerage statement in months, there’s a good chance you haven’t reviewed your estate plan in years (never mind the complacency that comes from the new, higher estate tax exemption levels). And unlike an investment portfolio, which can recover from neglect, an outdated estate plan creates consequences that are permanent and irreversible.
Stop Fighting Over the Will and Start Building Family Unity
12th January 2026
Dr. Jeremy Lurey returns to tackle the hard truth: 70% of Americans die without estate plans, but even perfect legal documents fail when families avoid honest conversations. He reveals why women will control 60-70% of wealth within twenty years yet remain unprepared, exposes the emotional landmines of "equal" versus "equitable" inheritance, and shares the $25 million story that proves fairness isn't about numbers. Dr. Lurey introduces the "Now Gen" framework for empowering rising generations today, explains how strategic philanthropy becomes the glue that unifies fractured families, and provides the coordination roadmap for indivisible assets, toxic trustees, and the psychology of wealth transfer that traditional advisors won't address.
Stavis Wealth Announces Strategic Partnership With Carnrite Ventures
16th December 2025
A long-term relationship leads to a new and exciting partnership.
Why 97% of Family Businesses Fail (And How to Be the 3%)
16th December 2025
Dr. Jeremy Lurey, organizational psychologist and founder of Family Legacy First, reveals why only 3% of family businesses reach the fourth generation—and it's not about money. Through real client stories, he exposes the communication breakdowns, succession paralysis, and sibling rivalries that destroy more legacies than any market crash. Dr. Lurey explains why 87% of business owners never actually discuss wealth with their children, how to conduct family retreats that preserve harmony, and the governance structures that distinguish "equal" from "fair" when navigating generational transitions, business divorces, and the emotional complexity of wealth transfer.
Why Half the Stock Market Disappeared (And Where Smart Money Is Going Instead)
3rd December 2025
Jeff Carnrite, partner at Carnrite Ventures, reveals why venture capital has become essential for wealth building. As the number of public companies shrinks, the number of private opportunities is expanding. He explores why careful selection is essential in the current environment. The firm's "fund size as strategy" approach to early-stage investing explains how to evaluate venture performance, using top-quartile benchmarks, and details breakthrough investments from a $10 billion biotech revolutionizing genetics to energy storage solutions powering the AI infrastructure boom.
Risk Awareness, Resilient Outcomes: A Modern Look at Insurance
3rd November 2025
Carol Sherron, SVP, a Zone Client Advisory Leader for Marsh McLennan Agency’s Private Client Services business shares how affluent families can protect their wealth through comprehensive risk management. She discusses common insurance gaps that leave even successful families exposed, the rising impact of natural disasters on the industry, and why specialized advisory services go far beyond traditional coverage to safeguard multi-generational legacies.
From Small-Town Texas to Venture Capital: How This Investor Is Powering Women-Led Success Stories
29th October 2025
Carrie Colbert, Founding and Managing Partner at Curate Capital, shares her journey from a small Texas town to building a differentiated venture capital fund that invests in proven, revenue-generating, women-led companies. She discusses how her philosophy of betting on yourself, and investing in businesses ready to scale, has helped redefine what success looks like in venture capital.