by Tim Fergestad | Oct 4, 2025 | Uncategorized
You don’t just leave a legacy. You build one. Introduction Part I of this series redefined legacy—not as stuff you leave behind, but what you build into your life and family right now. Legacy is about purpose passed on. It’s about living and transferring health,...
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...
