Learn why communication is one of the key tools your family needs to sustain its wealth for future generations.
As part of our three-part video series on gifting strategies for high-net-worth individuals and families, learn about the potential tax benefits of donating appreciated stock to your favorite charity. A gift of long-term, appreciated publicly held stock is often a more tax-efficient gift than cash.
Leverage strategies play an integral part in preserving and transferring your family’s wealth. Utilizing leverage strategies can help preserve your legacy and create the efficient transfer of wealth. The ability to access a range of customized credit solutions can be a vital part in the implementation and maintenance of your wealth plan. Working with