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Wealth & Estate Planning

21 posts

Resources for families, advisors, and wealth managers on structuring, preserving, and transferring capital across generations.

5 minute read

Wealth & Estate Planning

The $83 Trillion conversation nobody is having

An estimated $83 trillion will transfer between generations over the next two decades. The families that navigate it well share one characteristic: they started the conversation earlier than felt necessary.

August 19, 2026

3 minute read

Wealth & Estate Planning

UBS Quarterly Insights on Family Offices

UBS report explores AI investing, direct indexing, tax planning, deductions, and operational infrastructure as family offices adjust portfolio construction and staffing to manage complex portfolios.

April 15, 2026

3 minute read

Tax Day 2026: Key Dates & OBBBA Changes for Private Market Investors

Stay ahead of the 2026 tax season. Explore critical filing deadlines, liquidity shifts, and new OBBBA provisions, including QSBS tiers and EBITDA interest deductions.

March 26, 2026

6 minute read

The One Big Beautiful Bill Act and the Retiree Balance Sheet

The One Big Beautiful Bill Act reshapes retirement planning, impacting AGI, Medicare IRMAA premiums, SALT deductions, estate tax exemptions, Medicaid eligibility, and charitable strategies for private investors and UHNW retirees.

February 11, 2026

4 minute read

Wealth & Estate Planning

Annuities: How They Work, Where They Fit, and What to Watch

Annuities provide retirees a strategy for converting savings into reliable cash flow, addressing longevity and sequencing risks. Recent regulations enhance access, emphasizing their role in secure retirement income planning.

December 17, 2025

6 minute read

The Future of Wealth Planning: Q&A

Global families and advisors are entering a new era of wealth planning shaped by NextGen values, digital transformation, and the balance between technology, trust, and long-term governance.

November 5, 2025

4 minute read

International Wealth Planning: Current Landscape and Challenges

Modern international wealth planning integrates tax efficiency, compliance, and succession. Learn how global families structure assets across jurisdictions to preserve wealth, ensure transparency, and maintain long-term continuity.

October 22, 2025

4 minute read

Wealth & Estate Planning

Estate Planning 101 for Private Investors: Building Continuity in a Complex Portfolio

Estate planning for private investors involves more than wills and trusts. It requires comprehensive governance, liquidity planning, and ongoing adjustments to navigate complexities and ensure wealth continuity for future generations.

October 1, 2025

2 minute read

Crypto, Tokens, and Inheritance: How to Plan Your Digital Estate

Estate planning for digital assets like cryptocurrencies and NFTs, unique challenges, custody options, and legal considerations to ensure assets are securely transferred to heirs.

September 2, 2025

4 minute read

Wealth & Estate Planning

How to Leverage Investment Tax Credits to Boost Returns

Investment Tax Credits (ITCs) help reduce tax liabilities while fostering investment in key sectors. They incentivize clean energy and promote innovative projects, increasing returns for investors.

March 5, 2025