Sep 22, 2020
What’s In a Definition?
Private Wealth Management
Clarity, Structure, and Direction Interchange Captial Partners Definition:
Sep 03, 2020
What’s in a Name?
Videos
For some, it is just a name, for us it is a statement of what we are and why we do what we do. Interchange […]
May 11, 2023
How We Helped a Family Business Navigate the 4 Interchanges
Business Owners
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 […]
Apr 12, 2023
Unlock Liquidity Without Impacting Your Business Operations or Aspirations
Business Owners
Mar 31, 2023
Our Team Is Growing: Meet Tyler and Samuel!
Business Owners
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
Business Owners
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
Private Wealth Management
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
Videos
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
In The News
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 […]
Oct 11, 2022
Are You Getting Too Much Good Advice?
Private Wealth Management
By Kendra Reilly, CFP®, CIMA®, CEPA® There’s a financial professional for everything you can imagine: retirement, taxes, insurance, real estate, investments, estate planning, and more. […]
Sep 28, 2022
Top 3 Factors That Stall Succession Planning in Family Businesses
Business Owners
By Brian Baum, CEPA®, CFP® Many of our clients have built their companies from the ground up. Understandably, it can be hard to let go. […]
Sep 20, 2022
What Are You Receiving for the Fees You Pay?
Videos
Over my 42 years, the financial industry has evolved into a fee-based model. I was an early adopter and I applaud the transition because it […]