Insights
Wealth management topics of interest to individuals and families, philanthropic foundations, and not-for-profit organizations.
Recent Private Wealth Insights
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Your Estate Plan – Capture the Golden Opportunity Before It Sunsets
Absent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.
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Rollover Equity and Wealth Planning Considerations
Business owners in the run-up to a liquidity event are well advised to learn about the practices and approaches common in transactions. Among the most important is rollover equity—i.e., when a seller agrees to reinvest sale proceeds in the newly formed company.
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Keeping Your Financial Information Secure—And Steps to Take if You Have Been Hacked
As the world becomes more digitally connected, cybersecurity risks will keep rising. Explore our guide to help you keep your financial information secure, recognize digital risks, and identify the next steps to take if your data has been compromised.
Client Focus: Expert Strategies for Business Founders and Owners
Our first edition of 2025 highlights strategic approaches and considerations for business founders and owners, as well as ways to empower emerging entrepreneurs.
Read Client Focus
Business Owners Focus
You put time, energy, and passion into growing your business. Let us help you get to what comes next.
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Your Wealth Journey
Here are practical financial suggestions to consider as you or your family anticipate life’s milestones.
The major events in your life—from starting your career to becoming a parent to preparing for that first day of retirement—all present opportunities to take action toward your financial goals. We explore the financial implications of milestone life events and provide practical suggestions for each step of the way to enhance your wealth.
