Transfer Planning for PE Partners Using a “Carried Interest” Option
As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...
Planning Ahead: Preparing a Spouse or Partner to Manage Your Finances
Introduction It’s not uncommon in a relationship for one partner to handle most of the finances and for the other ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Daniel and Michelle are in their 70s, have 4 children and 7 grandchildren, and a net worth around $60M. ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Louise and Johnny are in their 50s and have a blended family with 3 children (2 of whom are ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Marilyn and Arnold are in their 60s with three adult children. Marilyn is a managing partner at a large ...
2023 Federal & State Estate and Gift Tax Cheat Sheet
Here we have provided a “cheat sheet” to keep in mind for 2023 federal estate, gift and GST exemptions, as ...
A Guide to Qualified Personal Residence Trusts (QPRTs)
What is a Qualified Personal Residence Trust? A Qualified Personal Residence Trust (“QPRT”) is an irrevocable trust that holds either ...
Tax Planning Opportunities with QSBS – “Packing” & “Stacking”
Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by ...
Divorce Asset Planning Guide
Take control of your finances during and after divorce with our complimentary divorce planning guide.
Selecting a Financial Advisor
Do you know what to consider when selecting a financial advisor? It’s never too early to secure your financial future. ...
Navigating Mental Health Issues When Serving as Trustee
A Conversation with an Experienced Estate Attorney and Trustee At Wealthspire Advisors, there are several senior advisors who also serve ...
A Primer on Impact Investing
Our downloadable impact investing guide can be found here.
