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The latest news on Fractional Family Office®, Tax Strategies, Estate Planning, Asset Protection & Investments for High-Performing Entrepreneurs.

    Dew Wealth Newsroom title card reading Bryce Keffeler on Planning for Longer Lives, in Barron's Advisor

    Bryce Keffeler on Planning for Longer Li...

    1 min read

    On October 21, 2026, Barron's Advisor asked financial planners in its weekly Big Q feature how longer life spans and improving medicine are changing the life expectancy assumption at the center of a retirement plan. Bryce Keffeler, Managing...

    Read More: Bryce Keffeler on Planning for Longer Lives, in Barron's Advisor
    Jim Dew on Invest Like a Billionaire: How to Vet Your Financial Team

    Jim Dew on Invest Like a Billionaire: How to Vet Your Financial Team

    3 min read
    Jim Dew, Founder and CEO of Dew Wealth Management, joined host Ben Fraser on Invest Like a Billionaire to discuss how entrepreneurs can brin...
    Read More: Jim Dew on Invest Like a Billionaire: How to Vet Your Financial Team
    Dew Wealth Newsroom title card reading Jim Dew on the Overlooked Roles at a Wealth Management Firm

    Jim Dew on the Overlooked Roles at a Wealth Management Firm, in Barron's Advisor

    1 min read
    On September 16, 2026, Barron's Advisor put a question to wealth management team leaders in its weekly Big Q feature: which contributions fr...
    Read More: Jim Dew on the Overlooked Roles at a Wealth Management Firm, in Barron's Advisor
    What's Your Spend Rate?, Dew Wealth Newsroom title card

    What Is Your Spend Rate, and Why Does It Matter More Than Your Income?

    3 min read
    Add up every dollar that reaches your household after tax: W-2 salary, business distributions, passive income, everything. Then add up what ...
    Read More: What Is Your Spend Rate, and Why Does It Matter More Than Your Income?
    Title card reading My Financial Advisors Don't Talk to Each Other, with Dew Wealth Newsroom eyebrow, on a dark teal background.

    My Financial Advisors Don't Talk to Each Other: What That Actually Costs You

    3 min read
    If your financial advisors don't talk to each other, you have what Dew Wealth Management calls a Financial Flat Tire. Every spoke is compete...
    Read More: My Financial Advisors Don't Talk to Each Other: What That Actually Costs You
    Dew Wealth Newsroom title card reading: Hit a Revenue Ceiling in Your Business? Look at What Already Works First

    Hit a Revenue Ceiling in Your Business? Look at What Already Works First

    3 min read
    A hard revenue ceiling in a service-based business is usually structural: a limit on how many clients a team can serve, how many hours an ow...
    Read More: Hit a Revenue Ceiling in Your Business? Look at What Already Works First
    Title card reading Estate Planning for Business Owners, Dew Wealth Newsroom

    Estate Planning for Business Owners: Why “Just Set Up a Trust” Doesn’t Always Work

    4 min read
    Estate planning for business owners gets harder the moment real wealth is on the table, and one of the most common mistakes happens before a...
    Read More: Estate Planning for Business Owners: Why “Just Set Up a Trust” Doesn’t Always Work
    Dew Wealth Newsroom title card reading: Why Does Being a Business Owner Make Your Mortgage Cost More?

    Why Does Being a Business Owner Make Your Mortgage Cost More?

    4 min read
    Conventional mortgage underwriting rewards one thing above nearly everything else: income arriving on a predictable, third-party-verified sc...
    Read More: Why Does Being a Business Owner Make Your Mortgage Cost More?
    Title card reading 'Should Entrepreneurs Use a Regular Financial Advisor?' on a deep teal Dew Wealth Newsroom background

    Should Entrepreneurs Use a Financial Advisor?

    3 min read
    Should entrepreneurs use a "typical" financial advisor? For most first-generation entrepreneurs and business owners, no. A financial advisor...
    Read More: Should Entrepreneurs Use a Financial Advisor?
    Title card reading Estate Planning for Business Owners: Why a Trust Isn't Enough to Transfer Wealth, Dew Wealth Newsroom brand card.

    Estate Planning for Business Owners: Why a Trust Isn't Enough to Transfer Wealth

    3 min read
    Estate planning for business owners is usually measured by one question: is the trust drafted correctly? That question matters, but it is no...
    Read More: Estate Planning for Business Owners: Why a Trust Isn't Enough to Transfer Wealth
    Dew Wealth Newsroom title card reading Estate Planning for Business Owners: Why Timing Beats the Term Sheet on a deep teal background

    Estate Planning for Business Owners: Why Timing Beats the Term Sheet

    4 min read
    Estate planning for business owners usually starts too late. Most owners wait until they have a signed letter of intent to think about estat...
    Read More: Estate Planning for Business Owners: Why Timing Beats the Term Sheet
    Deep teal Dew Wealth Newsroom title card reading: Estate Planning for Business Owners, Why a HEMS Provision Beats All-or-Nothing Trusts

    Estate Planning for Business Owners: Why a HEMS Provision Beats All-or-Nothing Trusts

    4 min read
    In estate planning for business owners, most family trusts still follow one rule: a single primary beneficiary, often a child, receives full...
    Read More: Estate Planning for Business Owners: Why a HEMS Provision Beats All-or-Nothing Trusts
    Bar chart comparing a founder's $13 million expected adjusted EBITDA to a buyer-normalized $7 million EBITDA in a hypothetical, illustrative example of business-sale add-back diligence.

    How "Adjusted" EBITDA  Can Cut Your Business Sale Price Nearly in Half

    3 min read
    The EBITDA figure a founder carries into a sale and the EBITDA a sophisticated buyer's diligence team is willing to underwrite are rarely th...
    Read More: How "Adjusted" EBITDA  Can Cut Your Business Sale Price Nearly in Half
    Dew Wealth Newsroom branded title card reading

    Should Real Estate Be Held in an S Corporation?

    4 min read
    Should real estate be held in an S corporation? Usually not, and the reason is technical rather than obvious. A shareholder's basis in an S ...
    Read More: Should Real Estate Be Held in an S Corporation?