Insights

Wealth Planning

Key Year-End Planning Considerations

The approach of year-end presents another opportunity to reassess your tax and financial circumstances and generally take control of your finances. In this article, you will find 12 year-end planning tips to consider.  ▸

For Advisors

Investor Insights to Grow Your Practice

In this webcast, Spectrem Group, a leading market research firm focused on high-net-worth investors, shares its latest insights to help you grow your practice and meet evolving client needs. ▸

Philanthropy

Developing a Charitable Giving Strategy

In this webcast, experts from Fiduciary Trust Charitable and Strategic Philanthropy, Ltd. discuss key steps to consider when creating and implementing a charitable giving strategy. ▸

Wealth Planning

Proposed Tax Law Changes

Learn about the proposed changes to tax law introduced by the House in September 2021, how they may affect you, and potential prudent actions to take. ▸

Investments - Sustainable

Sustainable Investing and Trusts

Learn about New Hampshire's law which makes it one of the few states to provide trustees more flexibility to pursue sustainable investing strategies. ▸

Investments - Sustainable

The Role of Sustainable Investing

This article discusses how we examine ESG factors in all of our investment-related decisions and offer a range of sustainable investing options to fit a variety of client preferences. ▸

Wealth Planning

Changing Your Domicile

This article discusses the differences between domicile and residency in taxation and includes a checklist to help you understand the steps necessary to establish a new domicile. ▸

Other Insights

Choosing a Wealth Advisor: Key Questions to Ask

This article identifies key criteria to consider when choosing an advisory firm and advisor, as well as questions to ask potential advisors so that you can better understand what they have to offer and forsee possible shortcomings.  ▸

Learn more about how we can help you

Contact