Morning Memo
 
Wealth Management Morning Memo

SEPTEMBER 25, 2023

HIGH NET WORTH

A Sneak Peek at the Potential 2024 Estate and Gift Tax Rates

Wherever there's change, there's also opportunity.

FULL ARTICLE

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REAL ESTATE

A Look at CBRE Investment Management’s Push on Private Infrastructure

The investment management firm has been beefing up its staff to capitalize on an asset class with strong investor interest.

FULL ARTICLE

WHITE PAPER

Alternative Investments Are an Increasingly Popular Tool in Client Portfolios

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

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HIGH NET WORTH

Planning for Digital Assets 101

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.

FULL ARTICLE

HIGH NET WORTH

Puerto Rico Is Being Far Too Generous With Rich Investors

The US commonwealth has become one of the world’s most attractive capital gains tax havens, and its residents don’t have much to show for it.

FULL ARTICLE

WEBINAR

Advisors: Retain or Lose Clients Based on Your Communication Approach

Join us on October 5, to learn how to meet client needs, set a communication cadence, and drive growth in the financial industry.

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