by Tim Fergestad | Aug 5, 2025 | Business
“Most people confuse legacy with a legal document. But true legacy isn’t passed through paper—it’s passed through people.” 1. Why Legacy Needs a Redefinition The financial industry hijacked the word legacy years ago. For many, it now conjures up images of...
by Tim Fergestad | Jul 28, 2025 | Business
Multifamily investing offers a powerful way to build long-term wealth and secure your financial freedom. Unlike single-family properties or traditional investments, multifamily properties create dependable cash flow, diversify your income streams, and accelerate...
by Tim Fergestad | Jul 21, 2025 | Uncategorized
In real estate, bigger isn’t always better. Large institutions carry heavy overhead, layers of decision-makers, and pressure to deploy capital at scale, often into mediocre deals. At Oak Street Assets, we take a different approach. By staying lean and focused, we...
by Tim Fergestad | Jul 15, 2025 | Uncategorized
In the world of wealth management and financial planning, family offices have emerged as essential entities. But what exactly are family offices, and why do they exist? A family office is a private organization or advisory firm established to manage the financial,...
by Tim Fergestad | Jul 9, 2025 | Uncategorized
On July 4, 2025, President Trump signed the One Big Beautiful Bill (OBBBA) into law, marking one of the most significant tax overhauls since the 2017 Tax Cuts and Jobs Act. While political views on the legislation are diverse, there is near-universal consensus in the...
