Estate Planning

Transferring Profits Interests: Wealth Transfer Strategies for Professional Investors
Transferring Profits Interests: Wealth Transfer Strategies for Professional Investors

One impactful wealth transfer tool for professional investors is the ability to transfer (gift, sale, or exchange) the profits interest from the...

What Wealthy Families Need to Know - Corporate Transparency Act
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 Uses & Benefits of Private Placement Life Insurance
The Uses & Benefits of Private Placement Life Insurance

Private placement life insurance (PPLI) is a special type of life insurance that wealthy families can utilize in optimizing their investment...

Moving a MA Irrevocable Trust to NH - Income & Estate Tax Consequences
Moving a MA Irrevocable Trust to NH - Income & Estate Tax Consequences

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...

What is Legacy Planning & Why is it Important?
What is Legacy Planning & Why is it Important?

Legacy is a multifaceted word that likely conjures up different reactions depending on who you ask. The Oxford Dictionary defines it as either:

Making the Right Choice Between Charitable Gift Annuities and Charitable Remainder Trusts
Making the Right Choice Between Charitable Gift Annuities and Charitable Remainder Trusts

For many ultra-high net worth families, giving to charity is an important component of the overall family wealth strategy. Many people regularly make...

Importance of Financial Wealth Planning for Executives of Start-ups
Importance of Financial Wealth Planning for Executives of Start-ups

Like the companies they work for, executives of start-up companies face unique and complex financial challenges. Unlike their peers who work for...

Family Roadmap to Financial Independence for the Next Generation
Family Roadmap to Financial Independence for the Next Generation

We spend a lot of time with the families we partner with implementing a variety of initiatives – tax efficient wealth transfer and estate planning,...

Entrepreneurs & Executives: 5 Personal Wealth Items You Need To Be Thinking About
Entrepreneurs & Executives: 5 Personal Wealth Items You Need To Be Thinking About

When discussing wealth management with founders and executives, some of the most common questions we hear are, “what should I be thinking about”, or...

Important Considerations: Real Estate Ownership Structure & Asset Protection
Important Considerations: Real Estate Ownership Structure & Asset Protection

Real estate can be a significant asset on the family balance sheet and often holds a large emotional place within a family’s legacy. Oftentimes...

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