Top 5 Steps to Successful Legacy Planning in Today’s Markets & Trends
Legacy planning for ultra-affluent individuals is no longer just about wills and distributing assets. The world has shifted. Tax laws, […]
News & Insights
Todd Talks: Market Update (as of August 25, 2025)
At the Fed meeting in Jackson Hole on August 22nd, Jerome Powell’s dovish leaning remarks signaled that the balance of […]
Capital Gains and Divorce: What High-Net-Worth Attorneys Need to Know When Splitting Assets
When navigating the dissolution of a high-net-worth marriage, attorneys are often laser-focused on equitable division and legal compliance. But overlooking […]
Tax Update on the “One Big Beautiful Bill Act,” July 24, 2025
The “One Big Beautiful Bill Act” (OBBBA) was signed into law by President Donald Trump on July 4th, 2025. The […]
Ashley Madden Recognized in the O.Henry magazine’s ‘Leading Women’ edition
Our very own Ashley Madden is featured in this month’s O’Henry Magazine. Click the headline to read the full article. […]
Business Owner Roundtable Series
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Tax Update, May 22, 2025
President Donald Trump’s new tax bill was narrowly approved by the House on Thursday, May 22nd, passing with a 215-214 […]
Market Update, April 2025
As we continue to experience heightened market volatility and shifting economic headlines, we want to take a moment to acknowledge […]
Hutchinson Family Offices rebrands as GenCrest Capital Partners, but mission remains the same
GREENSBORO, N.C. (Feb.1, 2025) – Hutchinson Family Offices, a leading wealth management firm in the Piedmont Triad, has announced a […]