Wealth guidance topics
The resources below cover essential elements of wealth guidance, from preserving family capital and planning for future generations to navigating sophisticated investment options, governance considerations and business transitions.
Wealth touches all parts of a family. Think of “family capital” as more than money. It’s education, relationships, values and shared purpose that hold everything together. A holistic approach helps families grow stronger together–and stay that way over time.
Many families wrestle with whether and how to provide financial support to adult children. Review the most common questions families face, from setting expectations to structuring loans that protect relationships and family harmony.
Prenuptial agreements are sensitive but powerful tools. They’re most effective with open conversations about intentions, plans and what matters to each person. Understand how these documents fit into bigger-picture planning and why transparency can matter as much as the terms.
When children become legal adults, financial and legal responsibilities shift quickly. Review the most important updates that help smooth this pivotal transition.
Passing on wealth is about more than transferring money. How do families build independence and perspective in the next generation? Review practical ways to encourage responsibility carefully and thoughtfully.
Some lessons run deeper than legal documents. Legacy letters let you share what’s mattered most–your story, values and core beliefs–alongside your formal estate plans.
No two families see fairness the same way. When inheritance decisions are on the table, every family benefits from pausing to define what fairness looks like for them. Learn how to navigate this essential (and sometimes emotional) conversation.
Inheriting wealth can carry unexpected feelings, such as guilt, responsibility and even pressure. However, there are ways to reframe inherited wealth so it becomes a source of positive purpose, rather than a hidden burden.
Legacy planning isn’t just a process. It’s a pathway for guiding family values, creating continuity and defining long-term goals so everyone’s on the same page, generation to generation.
Is there a right way to pass on wealth? These common estate planning strategies may help you feel better equipped to make decisions about timing, tax efficiency and impact.
Real estate is often a family’s most significant asset. Explore practical, tax-aware ways to transition property, in line with your goals.
A dynasty trust can help ensure your wealth endures. Get to know how they work, what they’re designed for and if this multigenerational tool fits your plans.
Not all states manage trusts the same way. Learn why the location matters and how to assess your options to protect both privacy and flexibility.
For some, premium financing becomes a crucial piece of the puzzle. Review what’s required and what’s at stake so you can weigh pros and cons with clarity.
Taxes on estates can be complicated. Here’s what you need to know–who pays, what’s taxed and when–to help dispel the myths and surface facts.
Estate tax and inheritance tax aren’t the same. Review the differences and understand where inheritance taxes may come into play.
Are you planning across generations? The GST tax is a key detail that could affect your estate. Learn what it means, how it works and where it fits into broader plans.
Thinking about a single family office? This article outlines what matters most: from operational structure to governance to the skills you’ll prioritize when building a leadership team.
Not every family needs staff under one roof. Virtual family offices offer agile, tech-driven ways to manage complexity. Learn when it makes sense and how it works.
A strong leader at the helm shapes the future for your family office. Review essential characteristics to prioritize as you look for the right fit.
Where do you start? This guide maps out how to move from the idea of giving to a structured plan that aligns with personal values and a sense of purpose.
Offering family structure and flexibility, a foundation can help organize and amplify your giving. Understand the ins, outs and requirements before making your move.
Donor-advised funds have become a preferred tool for strategic giving. Find out why they’re popular, how they work and the unique benefits they deliver.
Educational impact can last for generations. Learn how endowed scholarships work and the factors that ensure they reflect your values and aspirations.
Smart giving sometimes means thinking beyond cash. See how qualified charitable distributions fit into a well-structured giving plan, along with the tax implications.
Every business owner eventually wants to know: What’s my business worth? Review the essential drivers of business value and how to account for both tangible and intangible assets.
Transitions offer a pivotal moment. Take a closer look at the most common paths and what each means for your legacy and liquidity.
Selling a business involves more than a financial outcome. Review the strategic, personal and planning questions that drive better decisions along the way.
Selling triggers important tax consequences. Get a snapshot of the tax picture–federal, state and special cases–before you make your next move.
QSBS and Section 1202 can create opportunities for significant tax advantages. Review the rules and how they could improve sale outcomes for eligible owners.
Used thoughtfully, hedge funds bring flexibility and diversification to a portfolio. Find out how they’re structured and the considerations that matter most.
Exchange funds can help manage concentrated positions. Learn how they work and the tradeoffs to weigh before you make a move.
A niche for some, reinsurance investments can offer diversification and unique risk profiles. Discover what’s behind the strategy and where it may fit.
Collecting art often blends passion and performance. This article spotlights key questions, from tax strategy to documentation, so you can invest thoughtfully.
A well-constructed investment policy statement (IPS) brings clarity and discipline. Understand its essential elements and why it’s more than just paperwork.
If your family is considering private aviation, you’ll want to know the full financing landscape. Explore your options with a keen eye for strategy, flexibility and long-term goals.
Ascent Insights - Wealth & Everything Else
Wealth & Everything Else is a podcast for individuals, families, and their advisors seeking thoughtful, practical insight into the responsibilities and opportunities that come with stewarding meaningful wealth.
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