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Living Healthy, Wealthy & Wise: Navigating three stages of life and multigenerational wealth

The firm’s Healthy, Wealthy & Wise Collection is a 10-year research initiative and three-book series that highlights success stories of how individuals have reconciled their financial abundance with the values and relationships that matter most in their lives. The first, Raised Healthy, Wealthy & Wise (2014), focuses on helping parents to raise grounded children amid […]

March 12, 2024

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Wealth Insights

Preventing Logan Roy’s (Estate) Problems

“What have you had in your entire life that I didn’t give you?” – Logan Roy HBO’s hit drama series, Succession, and its cast dominated this awards season, taking home six Emmys, four Golden Globes, three Critics Choice Awards, and a litany of nominations. Many of these trophies will grace the homes of Kieran […]

February 14, 2024

Logan Roy’s Estate Planning Problem

*Spoiler Alert: I’ll be discussing the climactic ending of Succession. If you are still working your way through the series, I would suggest saving this article for later. If you’ve not yet watched the show, be forewarned that you’ll hear some of the most colorful and creative expletives in television history. * Now that my […]

January 10, 2024

Giving Away the IRA

Since their introduction in 1974 under the Employee Retirement Income Security Act of 1974, Individual Retirement Accounts (IRAs) have been widely used by investors as a tax-efficient way to prepare for retirement. Savers take a deduction on contributions during working years, investments grow tax-deferred, then income tax is assessed as the funds are distributed in […]

December 14, 2023

Sophisticated Wealth Planning for a Hollywood Ending: Down market strategies and their cult film counterparts

Hindsight is always 20/20, and there’s no question the investment markets have been challenging in 2022. Investment losses don’t have to be the whole story, though. Just like a good plot twist or unexpected movie ending, there are a few planning strategies that, if implemented properly, could provide a material impact and ease the pain of investment losses.

December 15, 2022

Family Compounds: A Tale of Two Properties

Homes are a place where hopes and dreams are formed, where accomplishments are celebrated, and where we feel sheltered through tough times. Many wealthy families have the goal to keep a particularly meaningful property in the family for future generations to enjoy and form their own memories in. However, it is challenging to execute this effectively.

December 14, 2022

A Return to Taxachusetts?

After a years-long process to get the issue on the ballot and a seemingly endless and inescapable media campaign waged by both sides, Massachusetts voters on Tuesday night approved an amendment (Question 1) to the state Constitution to increase the individual tax rate on the highest incomes beginning in 2023.

November 11, 2022

Thinking about spending more time abroad? What to consider

Your summer trip to France was fantastic (even if you lost a bag or two at Charles de Gaulle) and now that you’re back, you want to find a way to spend more time there.

September 29, 2022

Hopefully Helpful Reading Suggestions

Let’s face it. Many business books should have been produced as short articles rather than 200 page books, or not written at all. But, there are a few gems. Here we mention some of our favorites. The 7 Habits Of Highly Effective People, by Stephen R. Covey This is not just another of those “self-help” […]

April 21, 2022

Setting (and Resetting) Your Focus in 2021

“Life starts all over again when it gets crisp in the fall” The Great Gatsby ― F. Scott Fitzgerald The fall is upon us: the season for planning and restarting ― the school year, the busy season, the end of summer, and the return to routine. Only three months stand between us and […]

September 30, 2021

Qualified Small Business Stock (QSBS): A “Unicorn” Tax Benefit for Unicorns

Once used to describe a mythical creature, the term “unicorn” has been used recently to describe startups that have achieved a valuation greater than $1BN. With speculation of tax increases dominating recent headlines, there remain some equally rare provisions in the tax code that greatly benefit the founders, executives, and investors of these enterprises. […]

September 30, 2021

A New Start: Celebrity Divorces and Crafting a Post-Marriage Life

If you’ve been through a divorce recently and are facing these daunting tasks, what can you learn from the experiences of others that can help as you start to rebuild and craft your new life post-divorce?

June 11, 2021

We (Actually) Care a Lot

While it is easy to believe we would never fall victim to fraudulent schemes, criminals are getting more sophisticated each day.

June 11, 2021