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How to Give and Donate Stocks: A Guide for Generational Wealth Families
Many high-net-worth families have long-term goals of transferring wealth to future generations while also giving back to the…
Webinar Replay: Top Questions from Clients: Legal, Investment, and Other Insights
Please read our important disclosures below. In Newport Capital Group’s recent webinar, Top Questions from Clients: Legal, Investment, and…
Market Commentary & Outlook – Q3 2024
U.S. Economy and the Federal Reserve Despite increased volatility during the third quarter, U.S. equity markets ended September…
The Why and How of Creating a Succession Plan for a Family Business
Business owners usually have long to-do lists. They’re charged with making key decisions about growth. They scrutinize balance…
Strategies for Effective Charitable Giving
Charitable giving plays a critical role in improving people’s lives around the world. Increasingly, ultra-high-net-worth individuals and families…
How to Rebuild Financial Stability Following a Divorce
In regular meetings with clients and families, some form of this question is always asked: Has anything related to…
Market Commentary & Outlook – Q2 2024
U.S. Economy and the Federal Reserve Economic growth in the U.S. is showing signs of slowing as the…
What Affluent Families Need to Know About Tax Laws
For affluent families, tax planning is not just about complying with the law. It is also a critical…