The 2017 Tax Cuts and Jobs Act raised estate tax exemption levels significantly, but it’s due to sunset in 2025. Congress could act to maintain them, but you should plan now for any outcome.
Art is a common collectible for individuals and families with significant wealth. But collecting art can provide more than just aesthetic enjoyment. It can also offer potential return on investment and tax benefits.
For families with significant wealth, integrating personal and business wealth is key to the success of both the business and the family legacy.
Parents want their children to grow up to be well-adjusted adults—and that starts with understanding where their perspectives about money come from. These tips can help parents build an environment of appreciation, not entitlement.
A family office CEO is more than an administrator. They often become an extension of a family. Here are seven factors to consider when hiring a family office CEO.
Families with significant wealth should have a comprehensive strategy for intergenerational wealth transfer. A key part of that is building family capital, which involves educating family members and ensuring they’re aligned on its wealth preservation philosophy.
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