private wealth

Kim Cappellano

charitable planning

Private Wealth Asset Management and Fidelity Present Charitable Planning Essentials

Private Wealth Asset Management and Fidelity recently hosted a webinar on the importance of smart giving strategies to maximize your impact and tax savings. In this webinar, you will learn: The advantages and limitations of using charitable giving to minimize your potential income tax and capital gains tax liability. How a gift of cash performs …

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Preparing Your Family Foundation for Future Generations

Preparing Your Family Foundation for Future Generations

Private foundations have gained popularity among families with significant wealth for many reasons. In addition to offering significant financial advantages, such as estate and capital gains tax savings, family foundations create a structure for directed charitable giving and an opportunity to foster an enduring family legacy.     Most private foundations are established with the intent of …

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