Featured insights
Personal legacy planning Estate tax exemption sunset: What you need to know now
The 2017 Tax Cuts and Jobs Act raised estate tax exemption levels significantly, but it’s due to sunset in 2025. Congress could act to maintain them, but you should plan now for any outcome.
Investment strategies Art and taxes: Tips for investing in art
Art is a common collectible for individuals and families with significant wealth. But collecting art can provide more than just aesthetic enjoyment. It can also offer potential return on investment and tax benefits.
Business founders Business owner planning: Integrating your business and personal wealth
For families with significant wealth, integrating personal and business wealth is key to the success of both the business and the family legacy.
Next generation wealth How parents can help kids avoid the entitlement trap
Parents want their children to grow up to be well-adjusted adults—and that starts with understanding where their perspectives about money come from. These tips can help parents build an environment of appreciation, not entitlement.
Family office trends 7 things to look for in a family office CEO
A family office CEO is more than an administrator. They often become an extension of a family. Here are seven factors to consider when hiring a family office CEO.
Personal legacy planning Family capital: What it is and how to build it
Families with significant wealth should have a comprehensive strategy for intergenerational wealth transfer. A key part of that is building family capital, which involves educating family members and ensuring they’re aligned on its wealth preservation philosophy.
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