Passing wealth and responsibility to the next generation can pose challenges for any family or business. The process becomes especially complex
How to Ensure Smooth Generational Handover Without Financial Chaos
What Needs to Be Done Before December 31? A Year-End Checklist for Multi-Generational Families
As December 31 approaches, high-net-worth families and professionals overseeing multi-generational wealth face a critical window for year-end
What Your CPA Might Be Waiting On and Why Year-End Document Management Matters Now
Many professionals face unexpected delays each year during tax season. CPAs request information that clients often do not have ready or have not
Foundation Compliance Before December 31: Executing Year-End Giving and Grant Strategies
Planning for private foundations often intensifies as the final months approach. For entities dedicated to structured giving, taking action
Gifting Execution: Essential Year-End Strategies for Wealth Transfer
As the end of the year approaches, thoughtful planning for gifts can bring significant advantages to both individuals and families. Proper
Holiday Planning and Household Management for High Net Worth Families
High net worth families have distinctive needs during the holiday season, requiring detailed organization and exceptional attention to detail.
Preparing for 2026: Essential Family Business Planning Strategies
Preparing your family business for 2026 requires a clear-eyed view of both existing strengths and areas needing growth. Year-end creates an ideal
5 Thanksgiving Conversations to Secure Your Family Business Succession Plan
Thanksgiving brings generations together under one roof, providing not just an opportunity for gratitude but also for meaningful conversations.
Year-End Execution & Family Office Support: Closing Out With Confidence
As the calendar turns toward year-end, families and individuals with complex financial lives often encounter a surge in activity that demands
What to Include in Your Family Office Year-End Binder for a Complete Financial Review
As the year draws to a close, many families and their advisors step back to assess financial achievements, address outstanding matters and
