Features Wealth Management

“What else does one do with a psychology degree?” Edmon “Jake” Tomes playfully responds when asked how he came to found Level Four Wealth Management in Plano, Texas, back in 2000 at the seemingly green age of 26. Well, one thinks deeply, for starters. Which is something that seems to come naturally to the now […]

The rich get richer, it’s said. After all, it takes money to make money. While that’s no given, there’s still an element of truth to those statements, Greg Kushner would acknowledge. Only that’s no casus belli for class warfare. For while it’s Kushner’s business to further enrich the rich, the affable, well-spoken founder of a […]

The resumes of the founding partners are dotted with long stretches at the biggest financial institutions where their paths had crossed in the run-up to the financial crisis of 2008. Their tenures at these big houses provided a comprehensive and hard-earned education in the financial advisory business. At the same time, they had collectively reached […]

While the markets continued with steady growth in January and February, capping off more than a productive decade, AM Global Family Investment Office took a measured approach to serve its client families. Based in West Palm Beach, Florida, the firm works with families who have created substantial wealth, and a few who are on their […]

It’s ironic, muses Jim Higgins, how supposedly savvy investors in commercial real estate have been so slow to differentiate between a couple of very basic types of retail. There’s a big difference between shopping malls and shopping centers, he notes, and while Real Estate Investment Trust equities related to these property types have both traded […]

A seasoned and savvy wealth adviser with an MBA from Gulf Coast University, Tamara Surratt works with multigenerational families, from the wealth creators themselves all the way to the youngest generations, to help families preserve and grow their wealth. Engaging the entire family is important because, statistically, the odds are against families hoping to pass […]