A major liquidity event often sends families searching for a family office before they know exactly what one is. Through a hypothetical scenario, this post looks at where the real need usually sits: coordination across investment, tax, and estate decisions, rather than a team running every part of life.

A concentrated stock position that has appreciated significantly carries real risk, and the tax bill is often what keeps people frozen in place. Working through it starts not with a strategy but with understanding your specific holdings, income, and goals, with the investment and tax work sitting at the same table.

When an advisory firm is acquired, the clients are often the last to feel the full weight of the change—and the first to wonder whether the relationship still fits. Brickley Wealth Management is structured differently: employee-owned since 1999, rooted in CPA practice since 1985, and operating under a formalized succession plan built for the long term.

The federal estate tax exemption has settled at $30 million for married couples, with no sunset on the horizon. This piece reframes what estate planning is actually for once the federal deadline disappears—and walks through the trust strategies that still earn their place.

Big private companies like SpaceX, Anthropic, and OpenAI are heading for the public markets. The way index funds actually incorporate a new company explains why the effect on a diversified portfolio is usually modest.

Most high-income taxpayers have a CPA and a financial advisor — but rarely do those two professionals share the same picture of your finances in real time. Brickley Wealth Management breaks down where the coordination gap costs the most and what a truly integrated approach looks like.