Estate Planning (3)

Basic Estate Documents Everyone Should Have
Basic Estate Documents Everyone Should Have

Many people hear the words “estate planning” and assume that it is only for people who are married with children, wealthy, and established in their...

Responding to the Moment through Philanthropy
Responding to the Moment through Philanthropy

Now, perhaps more than ever, our country faces an unprecedented confluence of challenges that demand the responsiveness of our government, the...

Family Mission Statement: 2020
Family Mission Statement: 2020

2020 – A year of clear vision, a time to reflect on what is most important, and an opportunity to capture your reflections in a Family Mission...

Advice in the Age of Pandemic: Part II
Advice in the Age of Pandemic: Part II

The world is experiencing a public health and economic crisis unlike any other in modern times. We are in uncharted territory. While the COVID-19...

FAQs for the Next Generation: Young Adult Edition
FAQs for the Next Generation: Young Adult Edition

I think my parents are well off. What does that mean for me? At this point in your life, you may have some idea of your family’s wealth from...

How Families Can Engage With Their Philanthropic Strategy
How Families Can Engage With Their Philanthropic Strategy

Philanthropic Families Should Approach Giving as They Do Their Investment Portfolios: Intentionally and Strategically Whether through private...

Why High Net Worth Families Should Use a Multi-Family Office
Why High Net Worth Families Should Use a Multi-Family Office

The Benefits of Adding a Wealth Management Firm to Your Advisory Team Fee-conscious, high net worth families who have a strong estate attorney and...

Not Your Parent’s Socially Responsible Investing Strategy
Not Your Parent’s Socially Responsible Investing Strategy

The 3 Key Trends Creating An Inflection Point in Impact Investing Today Innovation can be a breathtaking engine of creation, and the rapid evolution...

Charitable Giving Through a Donor Advised Fund
Charitable Giving Through a Donor Advised Fund

Benefits, Risks and Getting Started with this Flexible Charitable Option for High Net Worth Investors High net worth investors have the ability to...

Illustrating the Power of a Grantor Retained Annuity Trust
Illustrating the Power of a Grantor Retained Annuity Trust

Transfer Wealth to Future Generations While Minimizing Tax Impact When used appropriately, a Grantor Retained Annuity Trust, or GRAT, is a powerful...

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