Media & Market Insights
The 2026 financial landscape is defined by shifting tax laws and market volatility. We provide the fiduciary perspective needed to navigate these changes with clarity.
Executive Briefing
Are You Prepared for the 2026 Tax Law Sunsets?
Significant portions of the Tax Cuts and Jobs Act are scheduled to expire. For high-net-worth families in Florida, this could mean an immediate shift in estate tax thresholds and bracket structures.
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Treasure Coast Local Update
Jan 20, 2026
Establishing Domicile: A Guide for Palm Beach Gardens Transplants
Navigating the “6 months and a day” rule to ensure your Florida residency is audit-proof.
Institutional Strategy
Jan 15, 2026
Why SMAs are replacing Mutual Funds for HNW Portfolios
How direct ownership provides the “Tax Alpha” that traditional funds lack.
FRS Alert
Jan 10, 2026
DROP Exit Strategy: Maximizing your Payout in 2026
Crucial tax-mitigation steps for Martin County and Palm Beach County employees.
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