Family Office Family Charters: A Guiding Light for Managing Family Businesses and Other Property Jointly-owned family property, like a business or vacation home, can create family tension. To keep the peace, Partner Pierre duPont suggests creating a family charter.
Individuals and Families Approaching Art Learn key insights on collecting art effectively, understanding market trends, the role of art advisors, and strategic approaches to managing and preserving your art investments.
Client Experience Integrating 401(k) Plans with Pontera Discover how Cerity Partners leverages Pontera to transform the management of high-net-worth clients’ 401(k) plans, integrating these crucial assets seamlessly into broader financial strategies.
Individuals and Families Planning for Long-Term Care Needs Understand the critical aspects of long-term care planning, from assessing costs and insurance options to managing care through various types of policies, ensuring quality of life and financial security as you age.
Estate Planning Trusts as IRA Beneficiaries This article examines the critical considerations for selecting a trust as an IRA beneficiary post-Secure Act, including the types of trusts that qualify and the impact on estate planning.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
