Resources
What matters most?
When I stepped into the client meeting, I was brimming with excitement over what I was about to present. Our team had worked tirelessly reviewing financial statements, tax returns, estate planning documents, and a schedule of real estate holdings. We analyzed everything and created an elaborate presentation that would reveal how our proposed solution would save them tens of thousands of dollars in fees, reduce their overall risk profile, and eliminate a significant tax exposure that they were facing. I just knew they would marvel at the brilliance and demand we get started right away. But sometimes things don’t always go as planned...
A Suck of Reality, Losing a Spouse
I’ll provide warning right out of the gate that this writing will not be enjoyable to read. This may trigger thoughts and emotions that you’d rather not deal with. However, what I’ll share here is reality...
What is Philanthropy?
What comes to mind when you hear the word “philanthropy?” Money? Names on buildings? Tax and legal strategies for the wealthy? How about when you picture a “Philanthropist?”
Welcome To Akili Capital
You’ve found us, or perhaps we’ve led you here! Regardless of how you’ve arrived, thank you for stopping in to learn a bit about our firm, our team, and perhaps most importantly what drives us to serve businesses and families by providing sound strategic counsel.
Save Your Kids; Share Your Stories!
Growing up, our family holidays and events were the times when we reflected on and shared the many experiences and adventures we’d had as a family.
American Dream Interview With Ryan Ponsford Of Akili Capital
Ryan Ponsford is interviewed by Craig Sewing about giving, the bomb of generosity, and the work he and his team do with families.
What’s With The Name And The Elephant?
Curious as to how we ended up with a name like “Akili” and the image of an elephant? Read on to hear the story!
Inheritance – A Blessing Or A Curse??
While Susan sat in the waiting room to meet with her parents’ financial advisors, she was nervous, excited, sad, curious, overwhelmed, and anxious, all at the same time.