Back to Individuals and Families Insights What the SECURE Act Means for Qualified Charitable Distributions Michelle Soto October 12, 2020
Meet The Author Michelle Soto Partner Michelle is a Partner based in the Silicon Valley office. She provides investment advice, portfolio design, and financial planning advice to both private and institutional... Learn More
Individuals and Families Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed…
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. In 2024, the term “vintage,” which generally refers to items that…
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 & opportunities women face in investing.