Senatus Wealth Perspectives

Written by Brett P. Nicholson

Founder, President Senatus Wealth

The Value of Knowing Where to Strike

Brett Nicholson 2026-01-13 Brett Nicholson 2026-01-13

The Value of Knowing Where to Strike

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Buyer Beware: Everyone Gets Paid.

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Buyer Beware: Everyone Gets Paid.

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Are All CSV Loans Created Equal?

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Are All CSV Loans Created Equal?

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Case Study: A Control‑First, Liquidity‑Later Succession Strategy

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Case Study: A Control‑First, Liquidity‑Later Succession Strategy

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A guide for High Net Worth clients when selecting the right Wealth Manager

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A guide for High Net Worth clients when selecting the right Wealth Manager

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From Windfall to Wealth

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From Windfall to Wealth

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Liquidity Without Realization

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Liquidity Without Realization

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Insurance CSV as a Private Liquidity Layer

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Insurance CSV as a Private Liquidity Layer

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What High-Net-Worth Families Care About Most From Their Wealth Managers

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What High-Net-Worth Families Care About Most From Their Wealth Managers

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Passive vs. Active Investment Management

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Passive vs. Active Investment Management

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The Four Ways Business Owners Get Paid

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The Four Ways Business Owners Get Paid

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The Four Ways Business Owners Get Paid (CPA)

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The Four Ways Business Owners Get Paid (CPA)

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Life Insurance as a Tax Instrument

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Life Insurance as a Tax Instrument

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The Strategic Referral Part II (CPA)

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The Strategic Referral Part II (CPA)

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The Strategic Referral Part I (Lawyer)

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The Strategic Referral Part I (Lawyer)

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What High-Net-Worth Families Can Learn from Yellowstone

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What High-Net-Worth Families Can Learn from Yellowstone

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The Strategic Importance of Adequate and Thoughtful Insurance in High-Net-Worth Wealth Planning

Brett Nicholson 2025-12-28 Brett Nicholson 2025-12-28

The Strategic Importance of Adequate and Thoughtful Insurance in High-Net-Worth Wealth Planning

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The Cost of Fragmented Advice in Complex Wealth

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The Cost of Fragmented Advice in Complex Wealth

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Why After-Tax Wealth Is the Only Wealth That Matters

Brett Nicholson 2025-12-28 Brett Nicholson 2025-12-28

Why After-Tax Wealth Is the Only Wealth That Matters

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When Investment Management Is No Longer the Problem

Brett Nicholson 2025-12-28 Brett Nicholson 2025-12-28

When Investment Management Is No Longer the Problem

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