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Annual Report 2025, Side By Side

Insights

Case Summaries

C.S. v. R.H., 2025 N.Y. Slip Op. 51426(U) (Sept. 8, 2025) – Treatment of Trust in Divorce

Wealth Planning

Year-End Giving 2025

Investment Management

Chief Investment Officer Jeff Mills on CNBC’s “Fast Money”

Video Series

Chief Operating Officer Holly MacDonald on Bloomberg’s “The Close” (October 2025)

Case Summaries

Connelly v. United States (U.S. Supreme Court June 6, 2024)

Case Summaries

Anenberg v. Commissioner, 162 T.C. No. 9 (May 20, 2024)

Wealth Planning

Divorce: How to Navigate the Financial and Legal Hurdles

Wealth Planning

Personal Wealth Planning Essentials Before Selling a Business