What Wealthy Families Need to Know - Corporate Transparency Act
The Corporate Transparency Act (CTA) is the newest legislation impacting ultra-high-net-worth (UHNW) families, emerging amidst heightened efforts by...
The Corporate Transparency Act (CTA) is the newest legislation impacting ultra-high-net-worth (UHNW) families, emerging amidst heightened efforts by...
Introduction Recently, Lake Street Advisors, in conjunction with Bernstein Shur, hosted The State of Real Estate panel discussion at The One...
Private placement life insurance (PPLI) is a special type of life insurance that wealthy families can utilize in optimizing their investment...
Why Private Markets? Private markets consist of investments not listed on a public exchange. The main asset classes within private markets include...
Should I move my MA Irrevocable Trust to NH if my goal is to maximize what my children will inherit? Starting in tax year 2023, Massachusetts enacted...
Legacy is a multifaceted word that likely conjures up different reactions depending on who you ask. The Oxford Dictionary defines it as either:
For many ultra-high net worth families, giving to charity is an important component of the overall family wealth strategy. Many people regularly make...
Looking Back In 2003, with just two partners, two employees, a strong work ethic, and a dream to provide independent financial advice to ultra-high...
Family wealth psychologist Dr. James Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors...
Like the companies they work for, executives of start-up companies face unique and complex financial challenges. Unlike their peers who work for...