Articles

For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our human family members, they come with their own needs that require financial consideration. According to the 2021-2022 National Pet Owners Survey by the American Pet Product Association, the majority of American households (about 70%) have pets today.[i] Though in the past it may not have been the norm to provide for our animals in our estate planning, times have changed. Pet trusts

As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in two parts: a capital interest and a carried interest. The capital interest grants you important ownership and distribution rights, but it does not have much potential to increase in value. The carried interest, on the other hand, is a speculative investment that could be worth multiple times its initial value if the fund is successful. Given these attributes, carried interest can be an attractive

Rachel Haberman is a senior advisor associate in the firm’s Madison, WI office, providing advisors and clients with an enhanced level of support in all aspects of service from assisting with portfolio management and construction to