October 1, 2021
Born and raised in the Midwest, Grady Gaynor was a Cincinnati Reds fan from an early age. “Growing up, that was one of the few things we […]
June 4, 2021
Risk management is a critical element of wealth management, and that same element carries over into our own Bobby Dalzell’s other job each Memorial Day weekend […]
August 12, 2020
What is a Family Office? On March 13, 2020, Kevin Alerding, Indie Asset Partners’ Director, Family Office, was interviewed on the podcast, Defenders of Business Value to answer […]
February 5, 2019
January 9, 2019
Indie Asset Partners is pleased to announce the addition of new team member Robert J. Dalzell. Bobby is a Certified Wealth Strategist ®, and is joining […]
September 7, 2018
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 […]
June 13, 2018
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
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
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 1, 2018
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 […]