Insights & Ideas to Guide Your Path

 

Strategic Philanthrophy

Support Your Favorite Charities & Make Gifts to Younger Generations

The Charitable Lead Annuity Trust provides long-term income streams to qualified charities while passing assets to your descendants without estate or gift taxes.

4 min read

Strategic Philanthrophy

How to Maintain a Steady Income Stream While Supporting Charitable Initiatives

A charitable remainder trust can provide a lifetime income stream that can help you fulfill goals of supporting charitable organizations.

4 min read

Strategic Philanthrophy

Charitable Giving in Emergencies and Natural Disasters

In the event of a natural disaster, your first instinct may be to support relief efforts. How do you know which charities will use your donation effectively?

7 min read

Transferring Family Wealth

Discovering Family Values: A Key to Successful Wealth Transfer

The ability to identify common family values and align them with long-term goals is a key characteristic of many families that successfully transfer wealth through the generations. Below we explore ways to clarify shared values and integrate them with four common principles that support successful multigenerational succession.

6 min read

Markets & Economy

The Supreme Court Rules on Trust Tax

The U.S. Supreme Court issued a decision that may help some trusts and their beneficiaries avoid state income tax.

5 min read

Business Continuity & Succession Planning

Planning For Business Owners: Section 199A and Final Regulations

199A has the potential to be beneficial for businesses established as pass-through entities.

7 min read

Markets & Economy

Recession Risk Indicator: Navigating the Later Stages of the Business Cycle

First article in a series on our investment process, Recession Risk Indicator outlines how we use this tool to evaluate the likelihood of economic recessions.

12 min read

Living Well

Four Key Steps to Planning a Successful Family Meeting about Your Wealth

How can you make sure your children are prepared for wealth? A formal family meeting can create a launch pad for more detailed and meaningful conversations with them.

8 min read

Living Well

Checklist of Essential Items for Parents of Young Adults

Once your child turns 18, you no longer have access to their medical records. An emergency plan is key.

3 min read

Transferring Family Wealth

Delaware Directed Trusts

Delaware directed trusts are often used by families with multigenerational estates and complex assets, such as family businesses or multistate real estate holdings.

4 min read

Strategic Philanthrophy

Donor Advised Funds & Private Foundations: A Comparison of Key Features

For families looking to engage in philanthropy and create a family legacy, the two most common charitable giving vehicles are donor advised funds (DAFs) and private foundations.

3 min read

Markets & Economy

Internet of Things: What is it and What is the Potential?

This emerging technology is in the early stages of development, and the number of potential applications could be tremendous.

4 min read

Markets & Economy

Social Media: Key Driver of Future Revenue Growth

Social media has the potential to act as a disruptive force across many industries, driving innovation, boost cost savings, and target consumers.

2 min read

Markets & Economy

Water Resources & Infrastructure

Water scarcity is a critical issue, and government leaders are faced with the challenge of providing an adequate water supply.

3 min read

Markets & Economy

Align Your Investments with Rising Trends

We developed a process to capture opportunities with new products or technologies with the potential to disrupt existing markets.

3 min read

Markets & Economy

Strategies for Managing Concentrated Equity Positions

When faced with this dilemma, options vary depending on your objectives.

2 min read

Markets & Economy

From Smartphones to Laptops – The Expanding Role of the Lithium Battery

Lithium batteries are already the choice energy source for many products, and consumption is expected to grow considerably over the coming decade.

2 min read

Markets & Economy

Finding Investment Opportunities in Financial Technology

Advances in FinTech are poised to lead future generations of growth across capital markets, the financial services value chain, and developing economies.

2 min read

Markets & Economy

Convergence of Artificial Intelligence and Robotics

There is the opportunity for virtually all industries to incorporate new AI/robotic technologies into their processes.

3 min read

Markets & Economy

Responsible Investing: Aligning Values, Investments & Aspirations

Many families are embracing the idea of expressing their personal values through a strategy known as responsible investing.

3 min read

Markets & Economy

Responsible Investing through Active Engagement

Responsible investing is a growing discipline, and active engagement between shareholders and company management through proxy voting and resolutions has become a significant part of this evolution.

3 min read

Strategic Philanthrophy

Charitable Giving Guide

There are many factors to consider when determining how to structure your charitable giving.

1 min read

Transferring Family Wealth

Heckerling in Review

The Heckerling Institute on Estate Planning annual conference was particularly important because, starting this spring, taxpayers will file their first income tax returns affected by the Tax Cuts and Jobs Act of 2017.

5 min read

Transferring Family Wealth

Choosing a Fiduciary

When crafting your will or setting up a trust, a major decision you need to make is choosing a fiduciary. How can you make sure you identify the ideal executor of your will or trustee of a trust?

6 min read

Strategic Philanthrophy

Private Family Foundations Annual Governance Checklist

The fun and rewarding activities of a family foundation center around determining the causes and organizations the foundation will support. This is why the foundation exists—to make an impact and difference for chosen causes and organizations.

1 min read

Markets & Economy

Unlocking the Mysteries of Dark Pools

Dark Pools. Just the name sounds mysterious. These private exchanges offer institutional and high-net-worth investors a way to execute on large volume trades without publicly revealing their intentions during the search for a buyer or seller.

2 min read

Transferring Family Wealth

Valuing Your Artwork

At its core, the art market is subjective and unpredictable, underscoring the importance of establishing the value of your artwork at many points in the life cycle of artwork ownership.

6 min read

Markets & Economy

Exposure to Companies Likely to Benefit from Repatriation of Overseas Cash

Our repatriation investment thesis continues to be valid. However, we believe it makes sense to exit our allocation at the end of 2018/early 2019.

3 min read

Living Well

Is Private Aviation Ownership Right for You?

Flying privately has become increasingly popular for a variety of reasons, including convenience, security, and lifestyle, but there are several considerations in determining what usage and ownership structure is right for you.

4 min read

Strategic Philanthrophy

Managing Your Foundation as a Business

A family foundation is much like a family business, requiring a governance structure to harness the best of the family dynamic and help promote adherence to complex regulatory requirements.

6 min read