Insights and Education

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

Unlocking Retirement Savings: The Mega Backdoor Roth IRA

The supercollectors and their impact on culture and society

Family meetings serve as structured dialogues aimed at reducing tensions and nurturing familial connections.

Art Valuation and Appraisal, Navigating the Nuances of Art Worth

Location of assets in a client’s financial structure to take advantage of the structural tax differences of the investments available.

Consider donating long-term appreciated securities as a part of your charitable planning.

Comparing Charitable Remainder Trusts, Charitable Lead Trusts, Donor-Advised Funds, and Private Foundations.

Explore the fascinating world of art law with The Art Law Podcast. Delve into topics like fraud, copyright, and Nazi-looted art with experts

Family businesses, hold a special place in the hearts of their owners, embodying a legacy of pride, identity, and shared dreams.

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

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

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...