Everything Everywhere All at Once?

Four common themes that show up consistently.

Strategic tax-loss harvesting can improve a portfolio’s after-tax returns and offset ordinary income.

When it comes to divorce, a will or trust often is not the last word on estate distribution.

Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.

Wealth under management in Miami from Mexico clients alone increased by roughly 10% this year at JPMorgan, with similar gains coming from Argentina, Chile, Peru and several other Latin American nations

Older baby boomers have accumulated more than $14 trillion in additional net worth since the end 2019.

This approach allows an advisor to focus on what matters most to each client, adding more value to their services and growing client relationships.

The industry is grappling with an unprecedented set of existential challenges.