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Assessing the value of private equity funds is complex, given their unique characteristics compared to public market equivalents. These funds invest in private companies across various stages of development. Private equity fund valuation involves analyzing and determining the present or future value of an asset or company using various methods. Whether you're new to private...

What tax challenges are there at the top? Taxes have become increasingly difficult to navigate, even more so for high-net-worth individuals (HNWIs). Regulations such as the Foreign Account Tax Compliance Act and the Common Reporting Standard have brought new challenges. The pandemic brought economic stimuli, tax code changes, and shifts in global trade dynamics. "The...

A study conducted by Envestnet and The Center for Generational Kinetics reveals key insights into the mindsets of high-net-worth (HNW) investors in the U.S. across different generations. This study focused on the financial wellness and outlooks of these investors. It provides important data for financial advisors to help them enhance their wealth planning service quality...

Pass on what you've earned while minimizing tax liability. December is the season for gifts, and for high-net-worth individuals, that means considering the gift tax. The federal gift tax is levied by the IRS against individuals who exceed annual or lifetime limits on gifting. The tax implications can be significant; fortunately, there are also several...

As the individual tax filing deadline nears, high-net-worth (HNW) individuals must prepare for the expiring pandemic-related tax breaks and recent federal tax changes for 2023. These changes can affect your financial and retirement planning. To align your financial plans with long-term goals, consider staying informed about policy and tax changes. If you need help or...

Why invest in a private equity fund? It provides the opportunity to access alternative investments with the potential for higher returns than traditional assets. These funds are managed by experienced professionals who actively engage in the businesses they invest in. Before you invest, it's important to determine if private equity funds are the right financial...

An estate planning attorney can help secure your legacy. Life can change quickly, and an unexpected illness or death can leave families in turmoil – both emotionally and financially. That's why it's never too soon to start thinking ahead. Having an estate plan can give you peace of mind knowing that your wealth is protected...

Tax attorney Suzanne DeWitt can help you minimize your tax burden. In recent years, tax proposals specifically targeted at high earners have been on the rise in many U.S. states. Last year, voters in Massachusetts enacted the first “Millionaire Tax” in the United States, which went into effect on June 1, 2023. This new law,...

“They put their faith in me to ensure that what they have built lives on for future generations.” Attorney Suzanne DeWitt was honored to be featured as a Power Player in the May/June issue of Miami Magazine for her work in international tax law and private wealth planning on behalf of high-net-worth individuals and families....

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