Wealth Strategies

Expecting a Financial Windfall? Three Ways to Prepare

Alexandra “Ali” A. Bayler, Managing Director, New Republic Partners and William “Will” P. Amerine, Managing Director, New Republic Partners

May 15, 2024 – With business transactions accelerating again this year, we are seeing more owners and executives experiencing liquidity events. This article seeks to prepare those who are anticipating or have recently had a financial windfall with an approach that can improve their long-term outcomes.

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Wealth Strategies

Roots and Wings: How Wealthy Families Can Best Approach Giving to Their Children

Thomas K. Hoops, President & Chief Operating Officer, New Republic Partners

November 19, 2021 – To reinforce goals and navigate around pitfalls, successful families are faced with a number of foundational decisions on how they want to allocate their wealth.

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Wealth Strategies

Tax Changes Coming? Planning Strategies for High Net Worth Households That Could Benefit You Now

Matthew D. Favreau and Addison B. Dascombe, Client Advisors, New Republic Partners

October 22, 2021 – The House Ways and Means Committee has proposed new tax legislation related to the potential new infrastructure plan. The changes result in increased taxation on high-income earners and corporations.

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