Individuals and Families Turning Equity Compensation into a Strategic Asset October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader… Jacob Ward and Joshua Norman
Individuals and Families Financial Pitfalls for Anglo-American Couples October 13, 2025 - When one spouse is American and the other is British, taxes, investments, and long-term planning can quickly become a high-stakes enterprise. Living together, whether in… Jon Wingent, Principal
Individuals and Families How High-Net-Worth Families Pay for College October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting… Dan Donofrio, Partner
Individuals and Families The Power of Substitution October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.… Paul Chmielewski, Partner
Individuals and Families Webinar Recording: Tax Optimization and Thoughtful Wealth Planning for Liquidity Events September 23, 2025 - A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a…
Individuals and Families Estate Planning Tax Strategies with the One Big Beautiful Bill Act September 22, 2025 - The One Big Beautiful Bill Act extended the 2017 tax cuts set to expire at the end of 2025, but several new tax provisions were… Paul Chmielewski, Partner
Individuals and Families How AI Is Affecting the Global Economy September 2, 2025 - AI tools can be used for recreation or pleasure, but the business and commercial applications are revolutionary in allowing machines to perform the production tasks… Ben Pace, Partner & Chief Investment Officer
Individuals and Families Tax-Aware Investing with Long-Short Equity Strategies August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately… Chase Norcini, Senior Associate
Individuals and Families Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed… Joseph Matus, Principal
Individuals and Families How to Manage Financial Matters After the Death of a Loved One August 18, 2025 - When a loved one passes, it can feel like the world has caved in around you. If you are overwhelmed, it may be of some…
Individuals and Families The Vintage Advantage: Collecting Luxury Goods August 13, 2025 - Vintage, or pre-owned, luxury goods—including rare watches, handbags, and couture clothing—are surging in popularity. Natalia Tchetchoulina, Partner
Individuals and Families “Easter Eggs” in the One Big Beautiful Bill Act July 22, 2025 - As we review the sweeping changes introduced by the One Big Beautiful Bill Act, it’s clear that some of the most impactful provisions for high-net-worth… Joshua Norman and Michael Bryan
Individuals and Families 13 Key Takeaways from the One Big Beautiful Bill Act July 16, 2025 - Hear more from our specialists on 13 of the most important takeaways from the One Big, Beautiful Bill Act and its potential impact on your… Joshua Norman and Paul Chmielewski
Individuals and Families Where Women Should Invest $1 Million July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges and opportunities women face in investing. Rita Lee, Partner
Individuals and Families Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you… Joe Ferreira, Sam Marshall and Jack Rabuck
Economic and Market Outlooks Fourth Quarter 2025 Economic and Market Outlook October 9, 2025 - The U.S. economy continues to outperform global peers, supported by resilient growth, strong earnings, and optimism around AI-driven investment, even as tariffs and still-tight monetary…
Incentive Stock Options Turning Equity Compensation into a Strategic Asset October 16, 2025 - Equity awards have become increasingly popular among employers, as they can enhance employee retention, motivate performance, and be tied to metrics that align with broader…
Individuals and Families How High-Net-Worth Families Pay for College October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…
