Financial Guides and Whitepapers

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private equity

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 ...

prepare spouse manage finances

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 ...

tax cheat sheet

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 savings qsbs

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 ...

Two gold bands and a gavel on a forest green book illustrating the divorce asset planning guide from Wealthspire.

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. ...

mental health trustee

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.