What We're Thinking
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…
How to Avoid ‘Sudden Wealth Syndrome’ When Leaving Wealth to Children
Only about 10% of families can expect their wealth to last beyond their grandchildren’s generation. [1] That was…
Should I Use a Trust in My Planning?
When thinking about financial planning and estate planning at the highest level, many of the goals that families…