Resources
Stephan Livera Podcast: UHNW Bitcoin Strategies By Stephen Livera & Matthew T. McClintock
Matt joins Stephan Livera on his podcast to discuss the multi-family office space and what ultra-affluent individuals should consider.
Read MoreTaking Advantage of Depressed Asset Values to Save Taxes By Jonathan A. Mintz
During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2022 once again provided such an opportunity.
Read MoreEstate Planning in the Era of Digital Wealth By Matthew T. McClintock, Vanessa Kanaga, and Jonathan Blattmachr
Estate planners must be familiar with cryptoassets and blockchain technology, as their clients may have wealth comprised of these assets...
Read MoreChoosing Favorable Trust Jurisdictions for Maximum Benefit By Matthew T. McClintock & Jonathan Mintz
Choosing the best situs for your planning needs depends on a number of factors and requires careful attention to, and familiarity with, the rules of various jurisdictions
Read MoreCrypto Clarified: A New Approach to Wealth and Asset Management Podcast By Benjamin Dean, Sune Sorensen, Matthew T. McClintock
Discover the secrets behind the rapid rise of crypto and its implications for wealth generation. Join the conversation to navigate the challenges of securing and managing digital assets.
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