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
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
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
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
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
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
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
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
How the Grantor Retained Annuity Trust (GRAT) Helps High Net Worth Investors Transfer Assets Gifting wealth to the next generation is a wonderful way...
How to Account for Digital Assets in Your Estate Plan
6 Tips for Helping High Net Worth Clients with Digital Asset Estate Planning Tangible items like bank and investment accounts, a home, valuable...