Insights and Education

One Big Beautiful Bill Act (OBBBA) enacts sweeping tax reforms. Find out the key provisions for wealthy individuals, their businesses, and their charities.

Unlocking the Power of Private Placement Life Insurance for Ultra-Affluent Families

Introduction: Wealth Transfer and Estate Planning Challenges As our clients’ wealth grows, we look to bring effective planning techniques to their attention.  One such area of planning is around gift taxes. When clients have amassed a significant amount of wealth that will cover their future needs and goals and also puts them in a position where their estate might be subjected to taxes, they may start considering techniques that can help them transfer their wealth to the next

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

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

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