News & Insights
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 […]