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Wealth Planning
Financial Planning Considerations for Children with Disabilities
Raising a child with disabilities can be rewarding, but it comes with many special challenges. Learn what steps you can take, and what not to…More
Wealth Planning
7 Principles of Wealth Management: A Guide for Making Successful Financial Decisions
A solid foundation of basic wealth management knowledge and a clear vision of what you’d like to achieve helps stave off fear and keeps you…More
Wealth Planning
What To Do When A Spouse Dies: A Financial Planning Checklist
The death of a partner is a tremendously difficult time. Keeping up with financial affairs can be overwhelming. Find out what you need to do…More
Wealth Planning
Financial Planning for Baby: 4 Tips
A new baby can be overwhelming with all the things you need to do. But financial matters shouldn’t be cast aside. Here are four tips…More
Wealth Planning
What to Know When Choosing a Student Loan
College is a significant expense for families, and most students need some help paying for it. Understand your financing options and find out what to…More
Wealth Planning
4 Ways to Transfer Wealth to Children
Giving a child a head-start in life requires careful financial planning to achieve both your and the child’s future goals. Here are four common strategies…More
Wealth Planning
Estate Planning 101: Back to Basics
Without an estate plan, your assets will be left to a list of your heirs determined by state law, and the courts will decide who…More
Wealth Planning
Estate Taxes: Gone Today but Here Tomorrow?
The Tax Cut and Jobs Act doubled the amount a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you…More
Wealth Planning
Understand Qualified Small Business Stock
QSBS can be a powerful way for small-business shareholders to save on capital gain taxes. But you need to know the rules and risks. Discover…More
Wealth Planning
8 Tips to Avoid Household Employee Pitfalls
As a family’s wealth slowly builds, so can their household staff. We talked to a household staff advisor for best practices to avoid costly management…More
Wealth Planning
Considerations When Valuing Estate Assets
Your collectibles and other valuable assets could have a significant impact on your estate taxes after you pass. Learn how to carefully review and value…More
Wealth Planning
The Tax Benefits of Charitable Giving
There are many ways to support the causes we care about most, beyond simply giving our wealth. Learn about tax benefits and strategies to make…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
