Articles & Market Commentary

As we enter 2025, ultra-high-net-worth (UHNW) families face a dynamic tax landscape that requires careful navigation and strategic planning. This article explores key considerations and opportunities for optimizing tax positions while maintaining compliance...

Executive compensation has become increasingly complex in recent years, with Restricted Stock Units (RSUs) emerging as a critical component of total compensation packages. For high-level executives, understanding the tax implications and strategic...

Executive compensation has become increasingly complex, with stock options representing a significant portion of total remuneration for high-level corporate leaders. Effective tax planning and strategic option exercise can mean the difference between...

In the realm of philanthropic giving, savvy donors are increasingly looking beyond traditional donation methods to maximize their charitable impact while optimizing their tax strategies. One of the most powerful tools in this approach is the Qualified...