As we approach the end of another year, this whitepaper serves as a comprehensive guide to strategic year-end planning...

A thoughtfully constructed wealth strategy takes a holistic approach to wealth management and understands how each piece interacts with the others. As your wealth increases, so do the complexities, potential risks, and unique opportunities available to you and your family.

On Thursday, January 19, 2023, lawmakers from eight states joined together to introduce tax legislation targeting wealthy residents as a part of the “Fund Our Future” campaign. While coordinated, the proposals vary from state to state.

As we head into the new year, now is the time to take stock and assess whether your wealth strategy utilizes the appropriate methods to address the current tax law, volatile market, inflationary pressures, and any changes to your goals or family circumstances.

Overseas property ownership has grown in popularity as the world becomes more globally focused and pent-up demand for travel continues to grow. Purchasing a home abroad can be extremely exciting; however, it is important to consider that the process, laws and norms can vary greatly by both country and municipality.