Publications
Publications
Latest Articles
A Bridge to Higher Ground: UHNW Planning Adjacencies for Crossover Advisors
How advisors can build the cross-cohort fluency needed to serve ultra-high-net-worth clients across pre-transaction planning, real estate ...
Beyond the Portfolio: Navigating the Philanthropic Adjacency with Charitable Gift Planning
Discover how structured charitable giving strategies help advisors deliver more value, from tax efficiency to multigenerational wealth ...
Enhancing Net After-Tax Returns with Private Placement Life Insurance
Learn how private placement life insurance can help ultra-high-net-worth clients enhance after-tax returns, shield investments from tax, ...
The Art Before the Deal: Pre-Transaction Wealth Planning for Business Owners
Help business-owner clients protect more wealth before a sale. Learn the planning strategies advisors should introduce before a transaction ...
The Rise of the Sovereign Portfolio
How sovereign diversification through global residence and citizenship solutions is reshaping wealth strategy for affluent families seeking ...
A Compelling Opportunity for Tax-Efficient Growth: Private Credit in Insurance-Dedicated Portfolios
Why private credit may be the optimal asset for insurance-dedicated fund vehicles, and how the combination of tax-deferred compounding and ...
Listening to the Next Generation: The Power of Real Estate Exchanges to Transfer Family Wealth
Why real estate exchanges may be the optimal strategy for families with appreciated commercial properties navigating generational wealth ...
The Advisor-Client Disconnect: Closing the Gaps That Are Stifling Success
Why the gap between what advisors offer and what clients want is costing firms growth, and how strategic realignment around investor ...
The New Geography of Wealth: Why Global Mobility Has Become a Core Pillar of UHNW Planning
Why global mobility has become a core pillar of UHNW wealth planning, and how firms that invest in cross-border fluency can differentiate ...
A Lifecycle Approach to Financial Literacy for Wealthy Families
Why financial literacy is an underestimated risk to long-term wealth preservation, and how advisors are uniquely positioned to close the ...
Topics