News

Published Thursday, January 23, 2020

A waterfront mansion in Palm Beach was acquired for $10.52 million by a company tied to a former executive of global financial firm Guggenheim Partners.

more»
Published Friday, January 10, 2020

Yesterday, I looked at migration from high‐​tax to low‐​tax states. Today, the Wall Street Journal focuses on wealthy tax exiles from the Northeast in Florida: “President Donald Trump and Carl Icahn both announced in the fall that they’ll be making Florida their primary residence, joining other high‐​profile executives like financiers Barry Sternlicht, Eddie Lampert and Paul Tudor Jones.”

 

more»
Published Wednesday, January 8, 2020

There’s a way for rich homeowners to potentially shave tens of thousands of dollars from their tax bills. They can get that same savings the next year and the following years as well.

more»
Published Wednesday, January 8, 2020

New World Angels (NWA) (www.newworldangels.com), Florida’s premier structured angel investment group, announced today that it has completed a $790,000 investment into Aegle Therapeutics Corp. as part of a $4MM round led by NWA. NWA was joined by Tellus BioVentures, DEFTA Healthcare Technologies and DeepWork Capital, as well as existing investors including Ocean Azul Partners.

more»
Published Tuesday, January 7, 2020

People moving from high-tax states to destinations with lower — or no — income taxes has been a boon to the coffers of some state governments, like Florida.

more»
Published Friday, January 3, 2020

A national headquarters company is considering a Boca Raton site for relocation, according to a Jan. 7 agenda item before the Palm Beach County Commission.

more»
Published Thursday, January 2, 2020

Roger Hertog, a retired Wall Street financier, conservative influencer and philanthropist, and wife Susan Hertog paid $13.25 million for a condo in the new Bristol Palm Beach.

more»
Published Friday, December 27, 2019

South Florida is used to being a winter escape for Northeasterners searching for sunshine.
But now, they’re bringing their businesses with them.

more»

Investors

#1 Palm Beach County Board of County Commissioners Aerojet Rocketdyne Bank of America Bank United Baptist Health South Florida
Caler, Donten, Levine, Cohen, Porter & Veil, P.A. CareerSource Carrier DePuy Synthes Power Tools, a Johnson & Johnson Company Equestrian Center
Florida Crystals Corporation FPL Greenberg Traurig Gunster Hardrives, Inc.
HCA Palm Beach Hospitals Hedrick Brothers Construction Hospital for Special Surgery J.C. White JP Morgan Chase
LRP Publications Martens Group Minto Communities, LLC NCCI Nova Southeastern University
Palm Beach Aggregates, LLC Palm Beach Park of Commerce PNC Bank Pratt & Whitney (A United Technologies Company) Raymond James Financial Services/Boynton Financial Group, Inc.
RSM South Florida Business & Wealth Magazine South Florida Business Journal Stiles-Nicholson Foundation TD Bank
Tortoise Properties Wells Fargo & Company Wexford Capital