Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.

Social impact is a critical driving factor for millennial entrepreneurs as they work to create businesses that invoke change within their communities.

As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.

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.

With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.

A well-constructed estate plan reduces stress and legal hassles for your family. It also gives them direction if you’re incapacitated. And there are other benefits too, says Boston Private’s Gerald Baker, J.D.

Whatever the reason you’re seeking to buy a second or permanent home in Florida, how do you choose the one that’s best for your situation? “Consider the practical and emotional value of the property—as well as its cost and location—before you take the plunge,” says Charles Nilsen, at Boston Private.

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.