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A Guide to Generational Estate Planning

Generational estate planning refers to the process of managing and transferring wealth across multiple generations within a family. It involves creating a comprehensive plan to preserve and distribute assets in a tax-efficient manner while also considering the long-term financial well-being of heirs. In this guide, we focus on the wealth transfer and tax planning aspects […]

Exchange Funds Webinar Recording

On March 28, Adero Partners hosted a webinar on Managing Concentrated Stock with Exchange Funds with special guest Srikanth Narayan, the Founder and CEO of Cache. Exchange Funds are designed for high-net-worth individuals with concentrated stock to provide diversification without generating a taxable gain. During the webinar, our team provided an introduction to Exchange Funds, […]

Get Ready for Higher RMDs This Year

Adero Partners Chief Growth Officer Aaron White comments on the impact of changes to required minimum distributions (RMDs) in an article for Financial Advisor Magazine. “For affluent clients, the burden is more pronounced … potentially exposing them to the 3.8% surtax on investments,” White continued, referring to an extra tax on net investment income for […]

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