He has authored or co-authored articles on the valuation of business enterprises and related subjects that have appeared in various business and professional publications, including Harvard Business Review, Business Horizons, Monthly Digest of Tax Articles, Management World, Family Advocate, YPO Enterprise, Chief Executive, and The Business Valuation Handbook.

FORBES: Growth Stocks Are The Right Choice In This Cyclical Bull Market

On the creative side of wealth management, you can also form business entities such as a family limited liability company or limited partnership to house assets.

FORBES: 3. Protecting your family assets