News & Insights

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 […]

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

Join our exclusive roundtable discussion series designed specifically for business owners like you.