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Estate planning is shaped not only by personal goals and family priorities, but also by changes in tax law. One of the most notable developments over the past fifteen years has been the evolution of the federal estate tax exemption. This chart tracks the exemption from 2010 through 2026, illustrating
For many families, tax season feels like a deadline to manage rather than a moment to use strategically. Documents arrive. Numbers are finalized. The return is signed. Then everyone moves on. But a tax return is more than a filing requirement. It is one of the most detailed snapshots of
A financial plan is not a one-time exercise. It is a framework that must evolve as wealth grows, circumstances change, and decisions become more interconnected. As complexity increases, the cost of operating with an outdated plan rises quietly. The most common reasons to update a financial plan tend to fall
A new federal proposal was recently passed by the House and is under consideration by the Senate Finance Committee. It may significantly reshape the estate planning landscape for high-net-worth families. If enacted, this legislation would permanently raise the federal estate tax exemption to $15 million per individual or $30 million
Corporate executives often face a unique financial landscape that is shaped by concentrated stock positions, deferred compensation plans, and ever-changing tax implications. While the role demands constant focus on business performance, personal financial life requires just as much strategic oversight. At Gryphon Financial Partners, we work closely with executives to
As we know, giving back to the community — both with time and resources — is an excellent way for us to all come together and affect change. At Gryphon Financial Partners, we start by asking our clients: How do you want your children and grandchildren to impact the community?
As families start contemplating a future transfer of wealth and the role giving will play in perpetuating their legacy, establishing a charitable giving plan should be discussed. However, it’s a discussion that should extend beyond meetings with advisors and become part of a larger, ongoing discussion that includes all family
Overview Growth of Private Wealth and Family Offices A recent Wealth-X study*** highlights the substantial growth in wealth of UHNW individuals (those with greater than $100 million), who are expected to grow in number from around 400,000 currently to over 500,000 by 2027, representing an additional $15 trillion of wealth
This is our next blog in a series about how to plan and care for our aging loved ones. In this article we discuss the emotional and social aspects of our capital and the legacy we wish to pass onto future generations. Our clients and their parents have spent most
In honor of #GivingTuesday and the year-end giving season upon us, here are a few simple, helpful strategies. Create a plan to understand your impact Write a mission statement to focus your giving. Focus on what matters most to you by writing a few sentences about your giving goals. Use
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