Personal Wealth Advisors Blog

Now might be a good time for high net worth individuals and family offices to consider private placement life insurance (“PPLI”) as a way to hold alternative investments.

Further information on the IRC Sec. 199A qualified business deduction and its viability as a tax planning tool.

Activities regarding Senate Republicans infrastructure proposal, the latest unemployment numbers, and President’s Biden’s thoughts on increasing the capital gains tax rate fueled a spate of equity market volatility.

A look at what a possible corporate tax increase might mean to New York, highlighted by an example from one of NYC’s key sectors.

On March 11, President Biden signed into law the American Rescue Plan Act (“ARPA”). There are many provisions in this bill that are aimed at assisting taxpayers with reduced adjusted gross income levels, one of which provides a new exclusion of up to…

This article outlines how trusts that are not required to distribute all of their income currently and estates on a calendar year may make an election to treat distributions made through Saturday, March 6, 2021, as having been made during calendar ye…

A recap of a session focused on the question of when the time is right to build a family office – and what tools should you consider when doing so.

A recap of a discussion with Gary Rossi, former FBI agent, regarding insights into phishing and whaling schemes that affect family offices.

A conversation with Jim and Monique Brown regarding The Amer-I-Can Program