Back to Estate Planning Insights What Is New York’s Estate Tax Cliff? Michael B. Fischer Frederic Behrens January 22, 2023
Meet The Author Michael B. Fischer Senior Principal Michael is a Senior Principal in the New Jersey office. He is responsible for developing customized asset allocations, implementing comprehensive financial planning and coordinating day-to-day... Learn More
Meet The Author Frederic Behrens Partner Frederic Behrens is a Partner in the New York office, where he provides investment management and financial advisory services for high-net-worth individuals and international families.... Learn More
Register Now: Q2 2025 Economic & Market Outlook Webinar May 6, 2025 - Join our Investment Office for a timely webinar exploring recent market volatility, economic uncertainty, and what it means for investors.
Estate Planning 10 Ways to Protect the Wealth You Have Built May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…
Economic and Market Outlooks What’s On Our Minds This Week May 13, 2025 - Falling oil prices amid ongoing trade tensions and recession fears may ease inflation, support consumer confidence, and allow the Fed to prioritize boosting employment through…