When I meet with ultra-affluent clients and/or their advisors, at the very top of their list of concerns is tax-reduction planning. This has always been the case but seems now to be of greater urgency as clients begin to consider the mountain of national debt that has no visible ceiling, and equally recognize the need […]

It almost goes without saying: these are tumultuous times! So much so, we can’t help but wonder – what lies on the other side? Is it greater gratitude for front-line medical professionals and essential service industry employees? More virtual opportunities in business and education? Societal changes to meeting and greeting? Increased tax rates to pay […]