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 […]
Nov 21, 2023
Spark Alignment and Engagement Through Generational Conversations
Business Owners
By Ahmie Baum, CFP® CFBA It’s easy to underestimate the sacrifices made by earlier generations when you weren’t there to witness them and only see […]
Nov 11, 2023
Reflecting on 2023: Hope, Gratitude, and Giving
Business Owners
By Ahmie Baum, CFP® CFBA The events that are taking shape on the international stage and in our country leave us in a state of […]
Oct 19, 2023
Growing and Scaling the Business to Create a Self-Managing Company
Business Owners
By Brian Baum, CEPA®, CFP® As a family-owned business ourselves, we’re familiar with the challenges of growing and scaling a business. As your company grows, […]
Aug 11, 2023
5 Types of Capital That Maximize the Potential of Family-Owned Businesses
Business Owners
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
Business Owners
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
Business Owners
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
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, […]