Perspectives to help guide your wealth decisions

A recent New York City pied-à-terre surcharge is drawing attention from owners of high-value residential properties, particularly those who maintain a home in the City and it is not their primary residence.

Designed to help children build savings early with tax-deferred growth, Trump Accounts offer a new way to support long-term financial goals. Families interested in Trump Accounts should keep several important considerations in mind.

Tangible personal property such as jewelry, artwork, collectibles, and family heirlooms can create conflict in estate administration if your wishes are unclear. A strong estate plan can help protect your intentions, reduce disputes, and make transfers easier for your loved ones.

Equity compensation can offer meaningful opportunities to build long-term wealth, but it also comes with important tax and planning considerations. Understanding how these incentives fit into your broader financial picture can help you make more informed decisions and use them more strategically.