Articles & Market Commentary

Philanthropic individuals and families seeking to maximize their charitable impact have several sophisticated giving options available. Two of the most prominent strategies are private foundations and donor-advised funds (DAFs). Each approach offers...

What Is Business Exit Planning and Why Does It Matter? Business exit planning is a crucial process that can make or break a small business owner's financial future. By understanding strategic approaches like installment sales and Employee Stock Ownership...

Understanding Foreign Income Reporting for Global Wealth Management In today's interconnected global financial landscape, high-net worth (HNW) individuals face increasingly complex international tax reporting requirements. This comprehensive guide...

Overview The 2025 tax year brings significant changes to trust and estate taxation that require careful planning and strategic considerations for high-net-worth individuals and families. This article examines key legislative updates, exemption amounts,...