The Generational Shift: Preparing Family Offices for the Great Wealth Transfer
Family offices are built to serve today’s needs, but generational transitions can expose gaps in governance, values, and planning. As the Great Wealth Transfer accelerates, Finley Davis Private Wealth helps families prepare for smooth transitions, align legacy goals, and build structures that evolve across generations.
The Financial Blindspot: How Families Can Benefit from Integrated Advice
Even the most experienced families can face costly surprises when financial decisions are made in isolation. This article explores the financial blindspot: how tax, legal, investment, and philanthropic strategies may look solid on their own, but fall short when not fully aligned. Learn how ultra-high-net-worth families can benefit from timely, integrated advice that brings clarity, coordination, and greater long-term impact.
Why Life Insurance for Family Offices Shouldn’t Be Overlooked
Life insurance for family offices is often overlooked, yet it may offer essential benefits for ultra-high-net-worth families. Discover how integrating life insurance into your broader wealth strategy could help reduce estate taxes, preserve assets, and support long-term legacy goals.
The Real Risk May Not Be the Market. It Could Be Your Estate Plan.
Market volatility gets a lot of attention, but the greater threat to your legacy may be much quieter. If your estate plan hasn’t been reviewed in years, you could be facing tax exposure, outdated structures, or unintended outcomes. Discover why your estate plan risk deserves a closer look.
The Quiet Shield: How Private Placement Life Insurance (PPLI) Protects Assets and Preserves Wealth
As your net worth grows, so do the risks. Private Placement Life Insurance (PPLI) offers high-net-worth individuals a discreet, powerful way to help reduce tax exposure, enhance privacy, and protect assets for the next generation.
Succession Planning for Business Owners
Succession planning is more than just preparing for the future of your business—it’s about preserving your legacy and transforming years of hard work into lasting wealth for your family.
Charitable Giving Vehicles to Strengthen Impact and Help Maximize Wealth
When it comes to building a lasting legacy, strategic financial planning isn’t just about giving—it’s about positioning your wealth to drive long-term value for both family and the causes that matter to you.
Multigenerational Wealth Transfer: Building a Lasting Legacy of Values & Wealth
In the world of private wealth management, wealth transfer is about more than handing down assets; it’s about creating a legacy built on values, knowledge, and financial responsibility.
Essential Conversations: Discussing Estate Planning with Your Parents
For families with generational wealth, estate planning conversations are essential but often delicate. With the 2026 estate tax exemption sunset on the horizon, addressing these key topics now is essential to preserving your family’s legacy.
2026 Estate Tax Sunset: What You Need to Know
Major changes are coming to estate taxes, and they could drastically impact the wealth you pass to your heirs. With the exemption set to drop in 2026, high-net-worth families could face significant tax liabilities—unless proactive steps are taken now.