Estate Planning (3)

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...

What to Look for in an Investment Advisor
What to Look for in an Investment Advisor

Know You’re Working With a Wealth Advisory Firm You Can Trust The world of wealth management is complex, and there are typically several firms...

Creating or Revising Your Estate Plan
Creating or Revising Your Estate Plan

Know How to Spot What’s Missing from Your Estate Plan and What Can be Improved Maybe you’re thinking for the first time about what your estate plan...

The Charitable Giving Side of a Business IPO or Acquisition
The Charitable Giving Side of a Business IPO or Acquisition

What to Consider to make a Business Change an Opportunity for Giving Suppose you have a low basis concentrated position held more than a year in a...

Protect Your Assets for Future Generations
Protect Your Assets for Future Generations

Asset Transfer Strategies that Safeguard Your Legacy As your family grows with marriage and children, it can change the way you think about the...

Minimizing Gift Taxes on Your Estate Through a GRAT
Minimizing Gift Taxes on Your Estate Through a GRAT

How the Grantor Retained Annuity Trust (GRAT) Helps High Net Worth Investors Transfer Assets Gifting wealth to the next generation is a wonderful way...

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