Wealth Management, Finance & Investing Blog

Buying a personal residence for $8 million or more is not primarily a real estate decision. It’s a balance sheet event that touches on portfolio construction, tax positioning, credit strategy, entity design, and estate planning simultaneously. For law firm partners, whose income tends to arrive on a less than predictable schedule, the capital required to close on a high-end home must be sourced from a liquidity system that is already under structural strain. A home purchase at this level is qua

The One Big Beautiful Bill Act (OBBBA) created a new tax-advantaged savings vehicle for children known as a Trump Account (TA). Since the legislation passed, several clients have asked whether they should open one for their children or grandchildren. The short answer: the mechanics are straightforward, but the harder question is whether these accounts improve tools families already have. Below is a breakdown of how Trump Accounts work, how they're taxed, and where they may, or may not, fit into

Periods of geopolitical stress have a way of clarifying what markets truly value. The current conflict involving Iran—and its direct and indirect implications for Gulf security—has introduced a new and more immediate layer of uncertainty across the region. While the situation remains fluid, its effects are already being felt where it matters most: in the perception of risk among globally mobile capital. For Dubai, this moment is particularly significant. Over the past decade, the emirate has es

Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, or a combination thereof, giving is a way to promote values and leave a legacy for future generations. Charitable giving can also be a valuable part of the overall financial plan, and understanding some basic ways to give can add significant economic efficiency to benefit the donor and their family for the long-term. The 2017 Tax Cuts and Jobs Act (“TCJA”) and the 202

Content adapted from an article originally written by Kevin O’Connell, published by, and used with permission from, Fiducient Advisors LLC. Artificial intelligence (AI) is reshaping the fiduciary role, challenging investment committees to balance innovation with mission integrity and traditional stewardship responsibilities. Twenty years ago, the world ran on an entirely different operating system. The iPhone had not yet transformed global communication. Platforms such as YouTube hadn’t democra

Tariffs Overturned: What Comes Next In a decision closely watched by investors, the Supreme Court ruled 6 to 3 that the International Emergency Economic Powers Act ("IEEPA") does not authorize the President to impose broad tariffs. The ruling invalidates the largest set of tariffs implemented in a century. The Trump Administration relied on IEEPA, an emergency powers statute, to impose sweeping tariffs on key trading partners in April 2025. The Court concluded that taxing authority is not veste

Purchasing a vehicle is a significant financial decision that requires careful consideration of both personal needs and long-term financial implications. Whether you’re buying your first car or replacing an existing one, understanding the nuances of the car buying process can help you make a more informed and financially sound choice. This guide explores two of the most critical decisions in the process: choosing between a new or used vehicle and determining the most appropriate payment method,

Over the past decade, private credit lenders didn’t just grow, they became the de facto lender to many of the middle market businesses in America. The transition created genuine value for borrowers and attractive income for investors. That rapid rise helped to bring private credit into the mainstream, and assets under management grew substantially.  Between 2014 and 2024, the size of the private credit market roughly quadrupled, with total AUM growing from about $500 billion to over $2 tri

For the last nine years, the Alternative Minimum Tax (AMT) has receded from view for many high-income households. The 2017 Tax Cuts and Jobs Act (TCJA) raised exemption amounts and pushed phaseout thresholds high enough that AMT became a concern primarily for those with very specific tax profiles. Beginning in 2026, that changes. While the One Big Beautiful Bill Act (OBBBA) permanently extends the higher AMT exemption amounts introduced under the TCJA, it also significantly alters how quickly t

The United States offers the deepest and most liquid capital markets in the world, making it an essential component of a globally diversified investment portfolio. For investors who are not U.S. citizens or residents, classified by the Internal Revenue Service (IRS) as “Non-Resident Aliens” (NRAs), investing in U.S. assets involves navigating a specific and complex set of tax rules. For a broad overview, please also see our recent blog, “Navigating U.S. Investment: A Tax Guide for Non-Resident

The time leading up to the sale of a business can be both exciting and exhausting as years – sometimes even decades – of sustained effort come together in one final push. Often, this period involves a focus on what we refer to as “pre-liquidity planning,” where interests in the business may be sold or gifted to different types of irrevocable trusts prior to the sale. Because pre-liquidity planning can provide both significant transfer tax savings and thoughtful capital gain management, it gets

Investing isn't just about picking the right mix of stocks and bonds. It's about understanding the forces that influence markets and how your own behavior can impact outcomes.