Liquidity Event Playbook: Tax Optimization and Thoughtful Wealth Planning Join the Cerity Partners Family Office for valuable insights, including tax planning strategies to consider before and after a liquidity event, as well as best practices for managing the proceeds. Drawing on their extensive experience, panelists will address topics that can help you reduce taxes and preserve more of your family’s wealth.
Individuals and Families How AI Is Affecting the Global Economy September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…
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…
Individuals and Families Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed…