Charitable Planning Ideas for Individuals Under the New Tax Law

   July 25, 2018

The Tax Cuts and Jobs Act of 2017 brought with it many changes, including several to itemized deductions, such as […]

Opal Group Family Offices and Private Wealth Management Forum 2018

Opal’s Family Office & Private Wealth Management Forum

   July 5, 2018

CONFERENCES | Private Client Services | Wealth Management Forum July 16-18, 2018 | Gurney’s Newport Resort & Marina, Newport, RI […]

Private Paint Bar for Young Entrepreneurs

Private Paint Bar for Young Entrepreneurs

   July 4, 2018

SEMINARS | NextGen | Private Client Services July 25, 2018 | New York, NY Learn more about this event.     […]

6th Annual Women’s Spring Event

   June 14, 2018

SEMINARS Ι Private Client Services | Wealth Management June 14, 2018 |New York, NY Learn more about this event. Description Our panel […]

Tax Reform Favorably Impacts Life Settlements

   June 8, 2018

A provision of the Tax Cuts and Job Act of 2017 (“TCJA”) addressing the sale of life insurance policies is […]