How the New $15M Estate Tax Exemption May Affect Existing Revocable Trusts
Don’t assume your marital trust still works under the new estate tax law.
STOP Focusing Only on Valuation in a Business Sale
Business Sale Tax Planning: What Owners Overlook
How the New Federal Child Savings Program May Fit Into Multigenerational Planning
What Is a 530A Account?
Lessons from the Climb: A Letter from Paul Carroll
Founder & CEO Paul Carroll reflects on the lessons, relationships, and values that have shaped the firm’s journey.
Stop Overreacting to Fed Headlines: Why Markets Care More About Credibility Than Names
Markets reacted calmly to reports of a potential Federal Reserve leadership change.
Avion Wealth Market Review of 2025
Despite a volatile year, markets posted strong gains in 2025, highlighting the value of diversification and a long-term perspective.
Why Early Returns in Private Equity Can Be Misleading
Early private equity returns often disappoint first-time investors, but it’s not necessarily a red flag.
20 Years of Avion Wealth: How It All Began
From the cockpit to the conference room, discover how Paul Carroll’s pivot led to the founding of Avion Wealth.
2026 Charitable Giving Changes That May Affect High‑Net‑Worth Donors
New charitable giving rules in 2026 could reduce tax benefits for high-income donors. Here’s what to know before making large gifts.
Planning for 2026 & Beyond: What High‑Earning Households Should Address Under the New Tax Landscape
The 2026 tax “cliff” is off the table, but planning remains essential.