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
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
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?
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
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
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
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
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
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...
How to Disclaim an Inheritance (And Reasons Why You Would)
The idea of turning away inherited assets can be a difficult one to grasp for many people. Wealth often creates complexity and for some, being the...