Publications
Publications
Latest Articles
The Impact of AI on the Wealth Management Industry
Mark Casady of Vestigo Ventures and Charles Smith of EY discuss how artificial intelligence is transforming wealth management, technology ...
What’s an AI Advisor to Do?
Industry leaders examine how artificial intelligence is reshaping client expectations for service, advice, and personalization in wealth ...
Armageddon or Nirvana? Your Call.
Financial advisors who embrace AI can enhance client value and stay competitive. Those who ignore it risk falling behind in an increasingly ...
The Opportunity in Front of You
Managing a greater share of existing affluent clients’ wealth is an effective way for advisors to grow assets under management and increase ...
Tax Benefits of Donating Restricted Stock to Charity
Donating restricted stock directly can help corporate leaders unlock enhanced tax benefits and direct more capital toward charitable giving.
Nonprofits and the OBBBA
Understanding the shifts enacted by the OBBBA is critical to guiding clients through a complex landscape.
Maximizing Tax-Free Gains for High-Net-Worth Families
The OBBBA provides founders, investors, and estate planners with opportunities to exclude substantial capital gains from federal taxation.
Strategic Tax Planning Opportunities for Family-Owned Businesses
A qualified tax advisor can identify key actions to strengthen a family’s financial foundation and support long-term growth and ...
The Fractional Private Office
Fractional private offices fill the gap between multi-family and single-family offices, offering tailored solutions for “in-between” ...
From Cap Gains to Dividend Income
Extending the mechanisms that drive ETF success may help reduce residual tax burdens from dividend distributions and improve tax-efficient ...
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