INSIGHTS & UPDATES
Perspectives on private office coordination, business strategy, and investment opportunities in Central Florida
FEATURED POST
On July 4, the SBA doubled its combined 7(a) and 504 cap to $10M, the biggest cap increase in fifteen years. Here's what that shift means for owners weighing an acquisition, a real estate move, or a succession decision in this market.
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The SBA quietly doubled its combined 7(a) and 504 cap to $10M on July 4. For Central Florida owners weighing a growth acquisition, a real estate move, or a succession decision, the addressable deal size just expanded meaningfully.
Penske, Modern Wealth, and DFCU are organizing capital in our market. Two readers should be paying attention: business owners facing an acquisition conversation, and high earners with no system around the household balance sheet.
Orlando Voyager published a feature on Highland Private Office. The full interview covers Celltronix, COVID, why I built Highland the way I did, and how I think about risk.
A practical week-long audit that surfaces the bill-pay leaks, vendor sprawl, and document gaps most HNW families don't realize they have. Block 30 to 60 minutes a day for a week.
When your financial life involves multiple advisors, business interests, and complex decisions, coordination becomes the missing piece. Here's why alignment matters.
AI agents aren't science fiction, they're the next platform shift. The question isn't if you'll have one. It's whether you'll be ready when it arrives.
An evening among exotic cars, rare timepieces, and new connections at Land Rover of South Orlando, what it means to work with clients who share a passion for excellence.
Real case study shows 97% cost reduction. What Central Florida business owners need to know about AI implementation.
Transform your operations with the right technology. Practical solutions for Central Florida small businesses.
Our criteria for evaluating business investments in the Central Florida market. Leadership, proven models, and growth potential.
What family offices and small businesses need to know about the Supreme Court ruling and potential tariff refunds.
How we built Crabby, an AI assistant that handles scheduling, email, and administrative work autonomously.
Highland Private Office is a business consulting firm, not a registered investment advisor, broker-dealer, or financial planner. We do not provide investment advice, manage client portfolios, offer securities, or act as a fiduciary for investment purposes. Our services include business consulting, private office coordination, and facilitating relationships with licensed professionals including registered investment advisors, CPAs, and attorneys. All investment and financial planning decisions should be made in consultation with appropriately licensed professionals.