Back to Daniel Kerr

Daniel Kerr News & Insights

Daniel Kerr

Partner

Family Office

Planning With Purpose: What a Family Office Really Coordinates

October 14, 2026 - Financial planners have moved from collecting data, crunching numbers, and handing over a binder to something more demanding and more useful: coordinating an entire financial…

Daniel Kerr, Partner

Daniel Kerr

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…

Daniel Kerr, Partner

Daniel Kerr

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…

Daniel Kerr, Partner

Daniel Kerr

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…

Daniel Kerr, Partner

Your Introduction to a Trusted Financial Partner Awaits

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

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary introductory meeting now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q4 2026 Market & Economic Outlook

October 16, 2026 - Join our Investment Office as they review key market trends we witnessed in the third quarter and our outlook for the remainder of 2026 and…

Ben Pace and Joseph Matus

Economic and Market Outlooks

Third Quarter 2026 Review and Fourth Quarter 2026 Economic and Market Outlook

October 7, 2026 - Looking into Q4 and beyond, AI-related capital investment and fiscal support should help sustain global growth, while stubborn inflation, tighter monetary policy, and elevated rates…

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…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.