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Brooke Sigler

Partner

Individuals and Families

How to Avoid the LA Mansion Tax: A 2026 Guide on Measure ULA for Property Owners and Investors

September 29, 2026 - If you’re selling Los Angeles real estate worth $5 million or more, Measure ULA—the so-called “mansion tax”—will likely cost you between 4% and 5.5% of…

Brooke Sigler, Partner

Brooke Sigler

Partner

Individuals and Families

Tax, Handled Forward: Proactive Planning for Complex Wealth

September 22, 2026 - The biggest tax opportunities are almost always time-sensitive. The illustrative example in this insight shows what proactive planning looks like in practice and why coordination…

Brooke Sigler, Partner

Brooke Sigler

Partner

Individuals and Families

Frequently Asked Questions About California’s 2026 Billionaire Tax

August 14, 2026 - California’s proposed 2026 Billionaire Tax Act is a one-time wealth tax that voters will decide in November 2026. If you have a net worth at…

Brooke Sigler, Partner

Brooke Sigler

Partner

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

Brooke Sigler, Partner

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

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Dustin Ribergaard

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

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