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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]