by Kara Talbott, Managing Director & Family Office Fellowand Keenan Call, Director, Family Office Services A trust is more than a legal or financial instrument;

Tax year 2025 is marked with major tax law changes resulting from the passage of the One Big Beautiful Bill Act (OBBBA) and extension of

by: Chris McGraw, JD, LL.M. Introduction Often, closely held businesses are the cornerstone of wealth creation for ultra-high-net-worth families. Yet for owners, the business is

by: Chris McGraw, JD, LL.M., Senior Wealth Strategist Introduction Grantor Retained Annuity Trusts (GRATs) are widely used in estate planning to transfer wealth to beneficiaries