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.

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

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.

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

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

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.

Many individuals are aware of the importance of managing their finances with purpose but putting that knowledge into action can be challenging. Often, our desires for the present conflict with our desires for the future. For example, one might plan to wake up early to get that workout before the day gets away from them. We know that the workout is good for us in the long term. Longer life, happier life, healthier life. But the snooze button feels right now, today. Nine minute