Event Recap: Key Considerations in Today’s M&A Market
Are you positioned to capitalize on the latest opportunities in the ever-evolving mergers and acquisitions (M&A) landscape? That was the central...
Chevron Doctrine Overturned: What This Means for Investors and Regulations
The U.S. Supreme Court’s recent decision to overturn the Chevron doctrine, is not just a legal technicality – it’s a seismic shift that will impact...
Transferring Profits Interests: Wealth Transfer Strategies for Professional Investors
One impactful wealth transfer tool for professional investors is the ability to transfer (gift, sale, or exchange) the profits interest from the...
The Uses & Benefits of Private Placement Life Insurance
Private placement life insurance (PPLI) is a special type of life insurance that wealthy families can utilize in optimizing their investment...
Moving a MA Irrevocable Trust to NH - Income & Estate Tax Consequences
Should I move my MA Irrevocable Trust to NH if my goal is to maximize what my children will inherit? Starting in tax year 2023, Massachusetts enacted...
Importance of Financial Wealth Planning for Executives of Start-ups
Like the companies they work for, executives of start-up companies face unique and complex financial challenges. Unlike their peers who work for...
Entrepreneurs & Executives: 5 Personal Wealth Items You Need To Be Thinking About
When discussing wealth management with founders and executives, some of the most common questions we hear are, “what should I be thinking about”, or...
Important Considerations: Real Estate Ownership Structure & Asset Protection
Real estate can be a significant asset on the family balance sheet and often holds a large emotional place within a family’s legacy. Oftentimes...
How to Disclaim an Inheritance (And Reasons Why You Would)
The idea of turning away inherited assets can be a difficult one to grasp for many people. Wealth often creates complexity and for some, being the...
Key Considerations When Deciding Between a Single or Multi-Family Office
The creation of substantial wealth is often born of tireless entrepreneurial grit and dedication. Once realized, the same effort spent on...