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Services
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Insights
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Investment Strategies
- Investing in Private Markets
- Exchange funds: Benefits and risks for diversifying concentrated stock positions
- Investing in private markets
- Family Office Trends
- What is values-based investing – and how can it fit into your philanthropic plan?
- What is an investment policy statement, and why should you have one?
- Art and taxes: Tips for investing in art
- Passion investing: Returns and risks
- Understanding reinsurance and its use in your portfolio
- Is a securities-based line of credit right for you?
- Private aircraft financing options: From leases to loans
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Personal Legacy Planning
- Considerations for family legacy planning
- Family Inheritance: Does Fair Mean Equal?
- How to elevate female role models in your family story
- 5 steps to take when creating a prenup
- Generational family wealth: Bridging the values gap
- Moving past the guilt of inherited wealth
- How family values help maintain generational wealth
- Embracing family secrets
- Client story: Talking about money and family wealth for the first time
- Digital fraud protection: Strategies for safeguarding your assets from online scams and cybercrime
- Wealth preservation strategies in a high interest rate environment
- Family loans: Should you lend money to your children?
- Estate tax exemption sunset: What you need to know now
- Financial legacy letters: What they are and why you need one
- Which are the best states for trust situs?
- Family capital: What it is and how to build it
- 3 effective strategies for transferring real estate to heirs
- What to do when your child reaches the age of majority
- Estate planning strategies to optimize your family wealth transfer
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Business Founders
- Adding Independent Directors to a Family Business Board
- How to build on your family’s entrepreneurial legacy – in your own way
- Ways to pass on business knowledge after selling the family business
- Business succession planning key to successful transition
- Strategies for keeping the family business in the family
- 3 business transition options
- Selling stock in a business? The QSBS Section 1202 capital gains exclusion could minimize your taxes
- Selling a business: Strategic philanthropy
- How to Keep the Family Business Separate from a Family Holiday
- Business owner planning: Integrating your business and personal wealth
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Family Office Trends
- Best practices for starting a single family office
- How to evaluate family office technology solutions
- How to involve the rising generation in the family enterprise
- Family Office Trends | Ascent Resources & Insights | U.S. Bank
- 7 things to look for in a family office CEO
- Corporate Transparency Act
- Is a virtual family office right for you?
- Next Generation Wealth
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Strategic Philanthropy
- Strategies to maximize your charitable giving
- How women in philanthropy are making an impact
- Family philanthropy: Year-end giving strategies
- 3 reasons a family foundation fails
- Benefits of setting up a private family foundation
- How to become a philanthropist
- Tax benefits of donating stock to charity
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Services
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