In 2025, the passage of the One Big Beautiful Bill Act (OBBBA) permanently increased the federal estate and gift tax exemption, providing greater legislative certainty and new opportunities to preserve wealth across generations.

The changing investment landscape underscores the importance of diversifying with alternative investments. Discover the role alternatives can play in achieving your wealth goals.

Sweeping tax law locks in key provisions, expands deductions and reshapes planning for families, businesses and donors.

Family offices are leaning into AI and crypto, seizing on two of the most dynamic investment themes.