Financial Planning News & Resources

For many partners at top law firms, their earnings represent the first time in that person’s family history that such wealth has been generated. With this first-generation wealth creation comes certain challenges and many opportunities. As a partner in a law firm, they now have additional financial and tax responsibilities that they may not be fully aware of. Many focus on financial planning and investment advice but often do not spend enough time thinking about how to efficiently transfer newl

For a non-resident alien (NRA), a term we will define shortly, investing in the U.S. involves a unique set of tax rules. These rules can be surprisingly favorable in some areas and dangerously punitive in others. Understanding this duality is the first step toward building a successful and tax-efficient U.S. investment strategy. This article is designed to simplify these complex concepts. It is not personal tax advice, as every client’s situation is unique, but rather an educational guide to he

Over the past several months, we’ve explored the transformative potential of artificial intelligence from multiple angles. First, we laid the groundwork by describing what AI is and how it may be poised to reshape the way we work and live. We then turned our focus to where AI is already showing up in markets and portfolios, highlighting key inputs in the buildout and the best ways for investors to gain exposure to this emerging investment theme. Most recently, we took a step back to consider AI