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Individuals and Families Insights

Daniel Nolan

Partner & Vice Chairman

Individuals and Families

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Daniel Nolan, Partner & Vice Chairman

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…

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…

Carrie A. Grey and Joshua Norman

Individuals and Families

Tax Challenges Every Business Operating in Multiple States Must Navigate

July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…

Carrie A. Grey and Joshua Norman

Darrick Priester

Partner & Director of Risk Management

Individuals and Families

The Tax Drag Hiding in Your Long-Term Financial Plan

July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many…

Darrick Priester, Partner & Director of Risk Management

Ben Pace and Joseph Matus

Individuals and Families

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

July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.

Ben Pace and Joseph Matus
Individuals and Families

Trump Accounts: What Every Parent Needs to Know

July 2, 2026 - A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term…

Elizabeth Dawson

Partner

Individuals and Families

A Personal Finance Guide for US Expats Living in Canada

June 16, 2026 - Canada is an appealing destination for successful Americans: It has a high quality of life, stunning scenery, and a culture that feels familiar yet refreshingly…

Elizabeth Dawson, Partner
Individuals and Families

The Post-IPO Lockup Playbook for Equity Holders

June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…

Individuals and Families

Own Stock in a Company Planning an IPO? Here’s Answers to FAQs

May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…

Rita Lee

Partner

Individuals and Families

Financial Planning for DINK (Dual Income, No Kids) Households

April 21, 2026 - Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and,…

Rita Lee, Partner

Ben Pace and Joseph Matus

Individuals and Families

First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook

April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…

Ben Pace and Joseph Matus

Joshua Norman

Principal

Individuals and Families

Don’t Let Tax Penalties Catch You by Surprise

April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…

Joshua Norman, Principal

James Lebenthal and Rita Lee

Individuals and Families

Webinar Recording: Economic Outlook Amid Global Uncertainty

March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence.

James Lebenthal and Rita Lee

Salvatore Russo

Partner

Individuals and Families

The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy

March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital…

Salvatore Russo, Partner

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

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

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

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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.

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Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

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…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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