Children following in their parents’ professional footsteps – or relatives following in other relatives’, as the case may be – is a grand tradition, but how prepared are you to vacate the path? A panel of private wealth consultants offered their insights based on...
Author: Nathalia
In meaningful memory: Donor advised funds as living legacies
Even though it’s likely you’ve never heard his name, Ephraim Huit is tangible evidence of the human drive to remember those we lose. Just off the Connecticut Freedom Trail in the town of Windsor, you’ll find Palisado Cemetery. Inside, past scattered trees and rows of...
November 2025 – Newsletter
November 2025 - NewsletterNew Tax Law Makes 2025 A Strategic Year For GivingAt nearly 900 pages, US legislation known as the One Big Beautiful Bill Act introduced numerous tax law provisions. With so much to decipher, it would be understandable if you skipped over the...
New tax law makes 2025 a strategic year for giving
Highlighting key provisions for itemizers, non-itemizers, and corporations. At nearly 900 pages, US legislation known as the One Big Beautiful Bill Act introduced numerous tax law provisions. With so much to decipher, it would be understandable if you skipped over...
Michigan Office
420 South Brown Street
Jackson, MI 49203
Arizona Office
2375 E. Camelback Road
Suite 600
Phoenix, AZ 85016
Florida Office
4851 Tamiami Trail North
Suite 200
Naples, FL 34103
Call Us Office
517-787-4444



