Learn more about intrafamily loans and why they can be attractive alternatives to traditional gifting for ultra-high-net worth families wishing to help younger generations make a purchase or invest for the future.

When looking to transfer large amounts of assets to future generations, consider selling assets to an intentionally defective grantor trust (IDGT) to potentially create greater tax savings than other gifting strategies.

Most investors have heard about risk tolerance, but when they need to withdraw from growth or savings to support a lifestyle liquidity shortfall, another factor to be mindful of is risk capacity. Learn more about how to determine risk capacity when constructing portfolios.

When planning for retirement expenses, conventional tools project the first year of expenses and increase that amount each year with inflation throughout retirement. However, for some individuals, this could lead to overestimating retirement needs and saving more than is actually necessary. Our research suggests a more strategic and flexible way to think about spending in retirement.