Wealth Strategies

Conversations that Compound: Lessons in Wealth, Wisdom, and Parenting

Zelle R. Dunn, Managing Partner, New Republic Partners

June 25, 2025 – Recently, I traveled to the Berkshire Hathaway annual meeting in Omaha with my teenage son. He had just become interested in investing, and we’d been reading Warren Buffett’s annual letters together. That was our way of exploring not just the mechanics of investing, but the mindset, character and core values that guide sound decision-making.

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Wealth Strategies

Selling Your Business: Why Preparation Is Key Amid Economic Uncertainty

Jack T. Lowe, Wealth Strategist, New Republic Partners

April 16, 2025 – In recent years, the abundance of capital in the market has been a key catalyst for increased merger and acquisition activity. While market conditions continue to evolve, many business owners are actively evaluating their exit strategies. Timing the sale appropriately is important — but it is only one element of a successful transaction. A well-executed succession plan and a thoughtfully designed deal structure are equally important to achieving a favorable outcome.

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Wealth Strategies

Investing and the Financial Future — Women Are Built For This

Alexandra “Ali” A. Bayler, Managing Director, New Republic Partners and Zelle R. Dunn, Chief Operating Officer, New Republic Partners

August 2, 2024 – Women are increasingly in proximity to wealth and major financial decisions, yet their engagement and confidence in investing are not progressing as quickly. Women report they do not feel supported by the broader financial industry, nor do they feel as confident in their own investment abilities as men despite having more assets to invest than previous generations.

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Wealth Strategies

A Conversation with New Republic Partners President David Routh: Lessons Learned About Serving Successful Families with Multi-Generational Assets

David S. Routh, President, New Republic Partners

August 2, 2024 – When New Republic Partners President David Routh joined the firm in 2023, he brought with him more than 30 years of experience advising ultra-high-net-worth families, endowments and foundations, most recently as vice chancellor for development at the University of North Carolina at Chapel Hill.

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Wealth Strategies

Expecting a Financial Windfall? Three Ways to Prepare

Alexandra “Ali” A. Bayler, Managing Director, New Republic Partners and William “Will” P. Amerine, Managing Director, New Republic Partners

May 15, 2024 – With business transactions accelerating again this year, we are seeing more owners and executives experiencing liquidity events. This article seeks to prepare those who are anticipating or have recently had a financial windfall with an approach that can improve their long-term outcomes.

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Wealth Strategies

Roots and Wings: How Wealthy Families Can Best Approach Giving to Their Children

Thomas K. Hoops, Chief Executive Officer, New Republic Partners

November 19, 2021 – To reinforce goals and navigate around pitfalls, successful families are faced with a number of foundational decisions on how they want to allocate their wealth.

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Wealth Strategies

Tax Changes Coming? Planning Strategies for High Net Worth Households That Could Benefit You Now

Matthew D. Favreau, Director and Addison B. Dascombe, Client Advisor, New Republic Partners

October 22, 2021 – The House Ways and Means Committee has proposed new tax legislation related to the potential new infrastructure plan. The changes result in increased taxation on high-income earners and corporations.

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