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Navigating Lending for Family-Owned Companies

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How private credit is becoming a strategic lifeline for generational businesses Family businesses are often built on long-term vision, close relationships, and deep-rooted values. But when it comes to financing, they frequently face limitations that their corporate counterparts don’t. Traditional banks can be slow, skeptical of intergenerational ownership, or uneasy about non-standard capital structures. That’s […]

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What Lawyers Need to Know About Non-Recourse Financing

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A legal primer for those advising shareholders and private clients In the evolving world of private capital, lawyers often find themselves as the first point of contact when clients begin exploring complex financial strategies. Whether it’s a founder sitting on illiquid shares, a family office rebalancing a portfolio, or a boardroom navigating a temporary liquidity

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Estate Planning with Art and Digital Assets

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The evolving toolkit of modern wealth transfer Wealth today isn’t just stocks and real estate. It’s CryptoPunks and Klimts. Domain portfolios and digital wallets. For high-net-worth individuals and families, estate planning has entered a new dimension — one where fine art and digital assets require both legal foresight and strategic creativity. Let’s look at how

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Using Illiquid Shares as Collateral: A Case-Based Approach

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In the world of private wealth and pre-IPO holdings, illiquidity is often a strength — until you need cash. You may be sitting on a substantial equity position in a company that isn’t publicly traded, or trades thinly on a small-cap exchange. There’s value there — but it’s locked. Traditional banks won’t touch it. Most

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Single Stock Loans vs Lombard Loans: What’s the Difference?

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Not all loans against public equity are created equal. And if you’re holding a significant position — whether as a founder, early investor, or family office — understanding the difference between a Lombard loan and a single stock loan can reshape your strategy. Let’s break it down without the jargon. The Lombard Route: Conservative, Institutional,

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Private Credit in 2025: Resilience, Liquidity, and Alpha

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Private credit was once considered an edge case — a tool for distressed buyers and niche funds. But in 2025, it’s become a central pillar of portfolio strategy for family offices, institutions, and sovereign wealth players alike. We’re seeing the shift up close. Across markets, borrowers are turning away from banks. Regulation, rising rates, and

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Tokenizing Real-World Assets: What Investors Should Know

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Tokenization isn’t just a crypto buzzword—it’s a structural shift in how we own, trade, and unlock value from real-world assets (RWAs). From equity and real estate to art and luxury goods, investors are beginning to tap into liquidity without waiting for a traditional exit. But while the tech has matured, the execution still requires precision,

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How Bear Markets Unlock Opportunity for Smart Lending

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While downturns may send shockwaves through public markets, they also quietly open windows for strategic, well-collateralized lending. Bear markets create dislocation—and with it, opportunity. For investors, family offices, and private clients with strong collateral, this is often when the best terms are available. Why Bear Markets Work for Lenders Bear markets depress valuations, reduce leverage,

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Tax Efficiency Through Stock Loans: What You Need to Know

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In wealth management, optimizing tax exposure is often just as important as maximizing returns. For shareholders with concentrated equity positions, stock loans can offer an elegant way to unlock liquidity — without triggering immediate tax liabilities. Unlike traditional asset sales, which typically result in capital gains tax events, stock loans allow borrowers to maintain ownership

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Alternative Financial Solutions: A New Era for Capital Access

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The traditional lending system — built on slow-moving institutions, rigid credit policies, and lengthy documentation — has long been a barrier for those who don’t fit its narrow mold. In recent years, however, a wave of alternative financial solutions has emerged to challenge this model, offering individuals and companies faster, more flexible, and often more

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