Posts you may be interested in
Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.
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Learn more about how taking the emotion out of investing can lead to more opportunities and how partnering with a trusted advisor can make all the difference.
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Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.
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Talking about money with your spouse can get stressful, even if your relationship is on solid ground. Here are some ideas to keep those conversations on the right track—and leave your “emotional baggage” behind.
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If your idea of the perfect bank is one that anticipates your needs, takes a holistic view of your finances, and recommends solutions based on your unique business and family situation, a private banking relationship could be the right choice for you.
Read PostAfter spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.
Read PostKen Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.
Read PostBob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.
Read PostJeanne Pinado is on a mission: to create hope, optimism, and a new sense of vitality in the Roxbury community of Boston. What better legacy to leave behind than something everyone can share.
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