Matt's Desk

Matthew Lusins Matthew Lusins

Hedge Funds Are Back — And This Time, It's About Taxes

For high-income investors, taxes are likely the single biggest drag on long-term wealth accumulation — and traditional strategies do almost nothing to offset ordinary income. A new class of hedge fund structure is changing that. Here's what you need to know.

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Matthew Lusins Matthew Lusins

Box Spread Loans - A New Force in Real Estate Financing

Box spread loans can help high-net-worth buyers access portfolio liquidity without immediately selling appreciated assets. Learn how this options-based financing strategy can be used for Jackson Hole real estate, bridge financing, and competing with cash buyers while preserving long-term investment positioning.

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