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Whitepapers: Comprehensive Research. Practical Guidance.
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Research that informs every financial decision.
At Affinity Capital, we believe informed decisions lead to confident outcomes. Our whitepapers go beyond headlines — offering in-depth analysis and practical strategies for families, investors, and business owners who want to grow and preserve wealth for generations.
Each paper is developed by our advisory team and grounded in real-world experience, designed to help you navigate an evolving financial landscape with clarity and confidence.
Strategic Exits:
The Next Chapter of Executive Leadership
As a generation of CEOs transitions from building companies to preserving legacies, we believe retired executives face a distinct set of challenges—and opportunities. With wealth tied up in concentrated equity, business interests, and evolving estate laws, the move from accumulation to preservation demands the same strategic discipline once applied in the boardroom.
Key Takeaways:
- With the estate tax exemption set to drop from $13 million to $6 million in 2026, proactive planning is vital. Using tools like GRATs, SLATs, ILITs, and Family Limited Partnerships can protect assets and ensure heirs are prepared for a smooth transition.
- Early-retirement downturns can erode portfolios even when average returns stay strong. Time-segmented strategies and flexible withdrawals help preserve income stability and tax efficiency through market cycles.
- Complex legal, tax, and investment decisions demand coordination. Affinity Capital unites advisors to align every decision with clients’ long-term goals, turning financial success into lasting legacy.
