Individual Wealth

An overview of potential changes and tax planning actions for clients to consider.

The cost of land and the cost of construction have crept higher and higher, creating challenges for multifamily developers.

The college landscape looks different than a year ago, with test-optional policies, a deluge of applications at the elite schools and an improved outlook.

Survey shows that high-net-worth clients around the world share the same concerns.

The combination of zealous politicians and the IRS getting serious about collecting taxes on cryptocurrency gains means trouble for unprepared clients.

How digital assets are taxed is poorly understood by clients and advisors alike.

As a form of fractional investment, DSTs have become popular among accredited investors as a replacement property to complete exchange transactions.

What lessons can advisors learn from the Windsor's recent incendiary interview and Buckingham Palace's measured response?

A nuanced combination of factors goes into this decision.

The combined importance of tax and investment planning is our opening to reinforce the value of what we do for wealthy clients.