Lifestyle How to Pass Down Prized Jewelry, Art, and Cars May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures. Natalia Tchetchoulina, Partner
Lifestyle 5 Financial Essentials When Leaving Your Job February 27, 2025 - A job transition—whether planned or unexpected—can have a significant impact on your financial future. This checklist outlines five key areas to review, from income and… Nicholas N. Petrelli, Partner
Lifestyle Approaching Art June 27, 2024 - 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. Natalia Tchetchoulina, Partner
Lifestyle How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare April 10, 2024 - Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare. Kim Curtis, Partner
Lifestyle It Pays to Start Early: Talking to Your Kids About Money October 3, 2023 - Introduce your children to the "4 Hs" - Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth's role in life.… Lloyd Abramowitz, Partner & Practice Leader
Lifestyle The Art of Collecting: Why Some Cars Appreciate, but Most Do Not April 19, 2023 - Let’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do…
Lifestyle Raising Children into Wealth December 3, 2018 - Family wealth can diminish children’s hunger to live productive lives. But it doesn’t have to. Pierre duPont, a Client Advisor in Cerity Partners’ NY office,… Pierre duPont, Partner
Incentive Stock Options 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…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
