The more you know, the better your plan

If you've worked hard to build substantial wealth, you're probably thinking about how to protect it – not just for yourself, but for your children and grandchildren.

As economic pressures mount in the US, wealthy Americans are facing growing threats to their financial security.

Got money stashed outside the US? You need to know about something called the FBAR (Foreign Bank Account Report).

The internet is full of urgent warnings for rental property owners: "You MUST put your properties in an LLC immediately or risk losing everything!"

On April 1, 2025, President Trump dropped a bombshell—the biggest tariffs we've seen in modern American history.

Wealth protection isn't just about building assets—it's about making sure they last. And one of the most common concerns we hear from clients is: "What happens to my money after I'm gone?"

"How do I set up a family foundation?" It's a question we hear from clients who want to make a lasting impact with their wealth.

Thinking about getting a living trust in New York? You're not alone. Many New Yorkers want to protect what they’ve built and make things easier for their loved ones.

When Hollywood legend Gene Hackman passed away in February at 95, he left behind an amazing film legacy—and, unfortunately, a real-life drama about his $80 million estate.

"What's an umbrella company?" This question pops up more and more in our client meetings these days. Maybe you've come across the term while researching asset protection strategies.

When we first started in this business, opening a foreign bank account was considered "going offshore". In the decades since, our clients tend to do a lot more. More asset types. More real estate. More money invested internationally.