/ TAG Family Matters

When it comes to down-market “lemons,” the year 2022 at its midpoint has already served up a whole grove of them. Smart investors will want to revisit their plans and look for ways to turn those financial lemons into tax lemonade. And here are three strategies to get you and your advisors started.

A general guideline is to invest no more than 25 percent of an overall equity portfolio in thematic funds, with a maximum allocation of 10 percent to any one theme.

"Many families struggle with how and when to have conversations about money and wealth

Ultra high net worth families have a desire to preserve not just their financial legacies but also their values and

"Everyone in your family needs to know the ramifications of their actions

“A family office is less intrusive and more hands-off than private equity firms, while it’s also highly effective

“If there is one thing all of us with families know: There will be life changes

“There may be insurance issues if a parent doesn’t formally transfer ownership of a vehicle to a grown child no longer living in the family home

“Many families and individuals structure their property ownership using LLCs, LLPs and trusts

Supplemental travel insurance is not just about preparing for nightmare scenarios. It also eases and covers what we might call the ‘bad dreams’ of travel.

Whatever your personal reason for engaging in philanthropy, there are two undeniable facts: Giving can be an incredibly fulfilling experience

How and when does the client involve or introduce all of the players in the planning process?

Because most personal liability policies are designed for the average household, they do not adequately protect [clients] of greater affluence from liability suits.

Adult children who know that there is some money set aside for them may feel more empowered to pursue a career they are passionate about.

One of the foremost concerns involves the stress of returning to the routines of a ‘normal life’ for the athlete and his or her family members.

For high net worth individuals and companies of any size, state-of-the-art cybersecurity is no longer an option.

Divorce has proven that things can change, but a qualified financial advisor should be a constant in your life.

Bereavement is physically and mentally exhausting. . . What can help is thoughtful planning done in advance and a competent team of trusted advisors.

Statistics show that the fastest-growing wealth class over the past several years has been that of the affluent class—families or individuals with wealth in excess of $2 million.

The progress made by women in today’s society is nothing short of spectacular. Now, it’s time for them to take control of their finances.

A verdict for failure to supervise a child’s digital-media utilization can be substantial.

Achieving these aims begins with a vision statement outlining the family’s values, beliefs and objectives.

Professional guidance here can utilize a family’s resources to enhance children’s lives without jeopardizing their self-sufficiency.

Parents can provide children a fundamental knowledge of the economy by segmenting the topic into five broad categories.

“Family governance” relies on fairly simple yet sound ideas, and processes, that we explore here.

Family dynamics are anything but simple, and as a family and its wealth grow, so do the complexities of effectively

For some reason, talking about money tends to be one of the more touchy subjects with family

Private foundations are an ingrained part of American philanthropic history that goes back to the days of industry giants like

Should your estate plan include a generation-skipping trust? The answer is… yes! Even if: You have no children

Protecting your independence, choices and retirement savings from the potentially high cost of long-term care is essential