Aug 11, 2023

5 Types of Capital That Maximize the Potential of Family-Owned Businesses

By Ahmie Baum, CFP® CFBA Money is only one measurement of growth within your family-owned business. Financial capital could even be considered a byproduct of […]

Read More >

Jul 26, 2023

4 Reasons Why We’re Passionate About Serving Family Businesses

By Ahmie Baum It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges […]

Read More >

Jul 25, 2023

How a Family Office Reduces the Complexity of Your Wealth

By Ahmie Baum, CFP® CFBA The number of tasks, information, and people that accompany wealth overwhelms many people. The complexity of family, wealth management, estate […]

Read More >

May 11, 2023

How We Helped a Family Business Navigate the 4 Interchanges

By Ahmie Baum, CFP® CFBA As a business owner, you face a myriad of complex challenges as you navigate the 4 interchanges between yourself, your […]

Read More >

Apr 12, 2023

Unlock Liquidity Without Impacting Your Business Operations or Aspirations

Read More >

Mar 31, 2023

Our Team Is Growing: Meet Tyler and Samuel!

By Ahmie Baum, CFP® CFBA Growth is always a good thing, especially when it means expanding your business and the services you can provide to […]

Read More >

Mar 27, 2023

How We Helped a Family-Owned Business Save Over $40M in Taxes and Reduce Complexity

By Brian Baum, CEPA®, CFP® Running a family-owned business is an incredibly difficult task. You have to create and grow a valuable service, manage employees, […]

Read More >

Dec 19, 2022

Meet Our New Team Member: Laurie Zola

By Laurie Zola We’re pleased to announce that Interchange Capital Partners is growing! As we continue to serve our client’s increasingly complex financial needs and provide […]

Read More >

Dec 05, 2022

The “3 T’s” to Decision Making

Are you looking to maximize the value of your business while achieving your family’s goals? If so, do you want to do it yourself, or […]

Read More >

Oct 27, 2022

3rd Quarter Market Commentary

We began our previous market review in July, pointing out that stocks and bonds posted losses for the second time in 40 years for two […]

Read More >