Insights

Intra-Quarterly Update

Intra-Quarterly Update

A sudden sharp equity market selloff in July led to an immediate and robust recovery in August, marking fresh all-time equity market highs. The S&P 500 touched 7,798 mid-month and closed up 13.1% year-to-date. The tech-heavy NASDAQ 100 advanced 17.1% while emerging and developed non-US markets powered ahead 24.5% and 14.8%, respectively. The bond market …

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Sarasota Private Trust Tax Strategies

Tax Strategies for Generational Wealth: How Affluent Families Preserve Wealth Across Generations

Executive Summary Building wealth is only part of the equation. Preserving that wealth for future generations requires thoughtful tax planning, estate planning, and family governance. Without a coordinated strategy, taxes, poor planning, and family disputes can significantly reduce the assets passed to heirs. This guide explores key tax strategies that can help families transfer wealth …

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