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Curated thoughts and relevant ideas.

03.15.16

Charitable Giving and the Business Owner: Phase Two

We previously introduced you to the Anderson’s, a successful business family with aspirations to create a meaningful legacy. As part of their tax and estate planning, we incorporated charitable giving and life insurance to both achieve these aspirations and help offset the taxes they would owe in their estate.

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02.15.16

Charitable Giving and the Business Owner

Most of us become entrepreneurs to bring a vision and a passion to life. This allows for many things such as freedom, flexibility, enjoyment and success. Unfortunately, one of the costs of success is that little three-letter word that we are all too familiar with, TAX. I was recently having a conversation with John Anderson,…

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01.15.16

Welcome to VELA Wealth!

Welcome! After tweaking and re-tweaking, the newest iteration of the VELA Wealth website is finally here! If you’ve found your way to here, it’s likely you know a little about our team and what we do. On our blog you’ll find a collection of curated thoughts and ideas in relation to wealth management, the entrepreneurial…

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