Publications
Critical Planning Questions For UHNW Owners Of Family Firm, Fine Art, And Collectibles
When the One Big Beautiful Bill Act (OBBBA) was enacted into law. For ultra-high net worth families holding closely held businesses, significant art collections, or valuable collectibles, this legislation created both unprecedented opportunities and new compliance complexities.There are essential questions that owners of family enterprises, fine art, and collectibles should be raising with their professional advisory teams in 2026 and beyond.Your professional advisors should be as much risk managers as technical planners – and the questions you ask them will determine whether your wealth transfer strategy is built to last.
Exiting The US: Procedure And Taxes
A number of US citizens talk of leaving the country, few understand how complicated and lengthy the process can be. Covered expatriates
The law covers people who leave and are either: 1) US citizens or, 2) long-term permanent residents who have held green cards for eight of the last fifteen years who give up their green card. Both are subject to an immediate "Exit Tax" on unrealized gains on their assets, both in the US and worldwide, including grantor trusts and future gifts to US citizens and residents.