Back to Family Office Insights Family Charters: A Guiding Light for Managing Family Businesses and Other Property Pierre duPont October 11, 2024
Meet The Author Pierre duPont Partner Pierre is a Partner at Cerity Partners based in the firm’s New York City office. He is passionate about helping clients live wisely with their... Learn More
Individuals and Families Private Placement Life Insurance June 26, 2025 - The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance.…
Estate Planning 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.
Economic and Market Outlooks Video: June 2025 Economic & Market Outlook June 2, 2025 - Markets have rebounded, and recession risks have eased—Jim Lebenthal weighs in on what investors should watch in this market outlook.