Real estate has long been a fundamental asset class for family offices, given that it can help provide generational wealth thanks to its tax-advantag…

Whether you are a new parent looking to provide for your child’s college education or you are thinking about going back to school yourself, with some…

Conventional investing is all about diversification and maximizing returns. While both of these are still fundamental, some investors also want to us…

When it comes to financial planning, women have unique opportunities and challenges. In addition, many women are forgoing marriage and living alone. …

As we approach the end of 2024 and start to think back on the year’s global, national, and local events, do not forget to reflect on your personal hi…

Can philanthropic generosity be a source of climate resilience?There’s no denying the heartbreak we feel when climate disasters devastate commu…

All family-owned enterprises reach a point that requires tough decisions about charting a path for the company’s future: Who is next in line to take …

Affluent home buyers can often make a choice in how they finance the purchase of a primary or secondary residence. The use of existing liquidity in c…

Private equity (PE) professionals often require unique and innovative financial instruments to help offset long-term tax liabilities and the gains ac…

The death of a spouse can be one of life’s most painful and difficult experiences. Before embarking on the tasks necessary to manage the result…