Avoid the Strategy Trap: Wealth Management for Generational Prosperity
For wealth creators who have the responsibility of creating the structure around generational wealth, it can be easy to fall into the “strategy...
For wealth creators who have the responsibility of creating the structure around generational wealth, it can be easy to fall into the “strategy...
One impactful wealth transfer tool for professional investors is the ability to transfer (gift, sale, or exchange) the profits interest from the...
The Corporate Transparency Act (CTA) is the newest legislation impacting ultra-high-net-worth (UHNW) families, emerging amidst heightened efforts by...
Private placement life insurance (PPLI) is a special type of life insurance that wealthy families can utilize in optimizing their investment...
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...
Like the companies they work for, executives of start-up companies face unique and complex financial challenges. Unlike their peers who work for...
We spend a lot of time with the families we partner with implementing a variety of initiatives – tax efficient wealth transfer and estate planning,...
When discussing wealth management with founders and executives, some of the most common questions we hear are, “what should I be thinking about”, or...