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Charitable giving used to predominantly exist as a transaction, but it has evolved into a philanthropic relationship rooted in long-term impact goals for all generations—from Boomers to Millennials. Whether you’re a person looking to give or an advisor to one, it’s helpful to understand generational giving motivations an...

Whether the goal is to improve a local community or support a more far-reaching cause, charitable giving is an important goal for many investors. From donating cash to establishing a donor-advised fund or a private foundation, there are a variety of ways to support the causes that matter to you. If deciding between establishing a donor-advised...

With an array of charitable giving options, it's important to understand how each gift could affect your annual deductions. Here's a quick guide to tax deductions, out-of-pocket deductions, and required substantiation. For the individuals and families looking to go beyond the standard donation, there are a few alternate options wi...

Building and running a successful business can be hugely rewarding, both personally and financially, but it comes with unique challenges and risks that require the business owner to be prepared for the unexpected. A solid business plan is perhaps the best line of defense against unforeseen events that could derail a business. A close second is insu...

Roughly 15% of ultra-high net worth individuals worldwide rely on private aircraft for most personal and business flights. When weighing your options on aircraft ownership, there are pros and cons that should be considered. It's also important to know the key players to help you navigate the selection, purchase, management, financing, and dispositi...