Blog

September 7, 2018
Old Trusts

What Should I Do With This Old Trust?

When I started practicing law in 1995, the federal estate tax exemption amount was $600,000. That was the amount of property that a person could pass […]
July 12, 2018
alternative investments

Consider Alternative Investments

Jay Brammer is the Chairman & Chief Investment Officer of Indie Asset Partners and I have had the pleasure of working with him for the past […]
June 13, 2018
Family Office

Thanks, Dad. You Can Go Now: How to Bring a Child into the Family Business

A few years ago, my former colleagues and I hosted a discussion on the topic of How to Bring a Child into the Family Business. The […]
June 13, 2018

Kevin Alerding Presents at Representing Indiana Businesses Seminar

Indie Asset Partner’s Director of Family Office, Kevin Alerding, presented at the Representing Indiana Business Seminar on Business Exit Planning. You can access the content of […]
May 3, 2018

The Benefits of Family Office Services

Some families have business interests that are so vast that the family could easily keep a team of bookkeepers and accountants busy full-time. These families also […]
February 7, 2018
financial market update

Financial Markets Update: “Records Are Meant to Be Broken”

I am sure many have heard the phrase “records are meant to be broken”. When I was growing up, I remember following my Cincinnati Reds’ Pete […]
February 1, 2018
Partners

Kevin Alerding Joins Indie Asset Partners to Launch a New Indianapolis-Based Family Office

Indie Asset Partners is excited to announce that Kevin Alerding has joined the firm as a partner and will serve as director of the firm’s newly-established […]
October 18, 2017
security breaches

Four Steps to Protect Personal Information

Equifax, the Internal Revenue Service (IRS), Commissions on Elections, Anthem, Target, Home Depot, JPMorgan Chase, Yahoo/AOL, Bank of America, Citigroup, eBay, Gmail, AT&T, Verizon, Hilton Hotels, […]
July 28, 2017
Indie asset

Financial Market Update: Climbing the Wall of Worry

DEFINITION of “Wall Of Worry” “The financial markets’ periodic tendency to surmount a host of negative factors and keep ascending. ‘Wall of Worry’ is generally used […]