News & Insights

Preserving Generational Wealth: How to Build a Lasting Legacy

For many families, significant wealth is created through decades of discipline, sacrifice, and thoughtful decision-making. Yet history and widely cited […]

Market Update 04/08/2026: A Steady Approach in Uncertain Times

Recent global and domestic developments have understandably led to increased market volatility and heightened investor concern. Periods like these can […]

Avoiding March Madness: Staying Disciplined in Your Wealth Strategy

As the excitement of March unfolds—marked by market speculation, tax deadlines, and seasonal volatility—it’s easy for even seasoned investors to […]

Key Reasons Families Choose to Incorporate a Trust into Their Financial Plan

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Exploring Income and Growth Notes: How Structured Products May Fit Within a Diversified Portfolio

2026 Tax Tips

Nora Fitzgerald provides helpful tax tips for 2026.

GenCrest Capital Partners – A Year in Review 2025

GenCrest celebrates  a year of growth and gratitude.

Business Owner Roundtable – Personal Financial Planning for Entrepreneurs

Ashley Madden leads a comprehensive roundtable discussion on personal financial planning for entrepreneurs, focusing on exit strategies and maximizing success […]

OB3 & ME

One Big Beautiful Bill – what does it really mean for your wealth and your tax planning? Ashley Madden and […]

Year-End Gifting and Legacy Planning: Balancing Generosity and Strategy

As we approach the close of another year, many families begin asking the same questions: “How much should I give?” […]

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, […]

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 […]