Insights and Education

Transitioning your business is a significant endeavor that involves careful consideration and planning.

Navigating Global Investment Opportunities: February 5th, 2024

La Biennale Venezia 60th International Art Exhibition featuring 331 artists and collectives.

Navigating Global Investment Opportunities: January 29th, 2024

Art is an asset of passion, not only can it stir the soul, but it can also be an important long-term investment

We outline four powerful tools commonly used to help UHNW Children acquire a home: outright gifts, loans, leases, and irrevocable trusts.

Avantia's global asset class views for January 23rd, 2024

Art Basel Miami, 2023, Art Collectors gather, admire, and invest.

Many individuals are aware of the importance of managing their finances with purpose but putting that knowledge into action can be...

There are several ways in which a wealthy family can better position themselves to borrow.

Federal Estate Tax exemption amounts are set to change. Is your estate plan ready for this?

Covering the 2024 retirement landscape for social security, the Secure 2.0 Act, 401k, and IRA rules.

Avantia's global asset class views

Tax-loss harvesting can be employed to reduce taxes.