This quarter, Financial Insights explored essential estate administration steps, examined how the 2025 One Big Beautiful Bill Act impacts Roth conversions, and celebrated Jordan Ford for earning her IACCP® designation. Together, these updates reflect our dedication to guiding clients with clarity, confidence, and integrity.

If you missed our most recent Wisdom & Wealth educational webinar on May 21, 2025, you can watch the video below. This session features Amanda Nathan and Keara Bennett from Gordon Thomas Honeywell LLP as they discuss navigating estate transitions—and what no one tells you.

If you missed our most recent Wisdom and Wealth Educational Webinar on July 31st you can watch the video below.  This series is featuring Amanda Nathan, Partner at Gordon Thomas and Honeywell LLP, discussing estate planning for high-net-worth individuals and couples.    

In recent years, donor-advised funds (DAFs) have emerged as a versatile and impactful tool in philanthropy, offering individuals and families a structured approach to charitable giving while maximizing tax advantages and flexibility. Whether you’re a seasoned philanthropist or new to charitable giving, understanding how DAFs work and their benefits can significantly enhance your ability to […]

If you missed our most recent Wisdom with Women on May 17th, featuring Annie Arbenz, Partner of The Narrows Law Group, discussing estate planning, you can watch the video below.    

ESTATE & GIVING Align your values with specialized investment and philanthropic vehicles. $111 million and counting. That’s how much tennis superstar Serena Williams’ venture capital fund raised to invest specifically in founders with diverse points of view. Serena Ventures actively invests in a growing portfolio of more than 60 companies that align with the angel […]