Manage Wealth

Giving Under the New Tax Law: Tax Cuts and Jobs Act of 2017

We can only either spend or save the income we receive. And, since you can’t take it with you, income that is initially “saved” must eventually be “sp...
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Manage Wealth

Call to Action: Let's Talk to Our Kids About Money

Give your children money, and they'll usually find a way to spend it. Teach them how money really works, and they can change the world. This modern-da...
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Manage Wealth

Protecting Our Assets as We Age

Much has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than ...
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Manage Wealth

The Family Bank: A Strategy for Preserving Wealth

What issue most worries families of means around the world? In our experience, families with significant wealth are focused not only on investment man...
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Manage Wealth

What's All the Fuss about a Fiduciary Standard?

Much has been written in the last couple of years regarding the “fiduciary rule” rekindled by the 2015 announcement by the Department of Labor (DOL) o...
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Manage Wealth

Cybersecurity Breaches

As you've probably already heard in the news, 143 million American consumers' personal information (including names, Social Security numbers, birth da...
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Manage Wealth

Yearend Charitable Giving Tax Planning

As we approach yearend, charitable gift planning becomes more crucial as the deadline for making a current year gift draws near. The year of the gift ...
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Manage Wealth

The Family Mission: What Does It Mean to Be Us?

"What about our family do you value most and hope never changes? " This is one of several questions a family might ask itself as part of a process to...
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Manage Wealth

Real Estate Refresher: Helpful Tax Provisions in California and Beyond

Homeownership has long been touted as a key contributor to personal wealth. Indeed, over time there can be great benefit to investing in real estate a...
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Manage Wealth

Making Withdrawals from IRA Accounts

The purpose of this article is to describe IRA withdrawals for a typical retiree. It is not meant to be a comprehensive review of the subject, or to o...
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