Clarity, Structure, and Direction Interchange Captial Partners Definition:

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 […]

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]