Author: Nathalia

9 key questions for an effective family business transition

9 key questions for an effective family business transition

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...

In meaningful memory: Donor advised funds as living legacies

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

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...

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