Advisor Partnerships


Digital Executive Protection
360 Privacy
Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape. 
The 2023 Tax Reference Guide
William Blair & Company
For income earned in 2023 and tax returns filed in 2024, this reference guide provides information on the tax rate schedules, exemptions, and contributions to savings plans. 
Where Have All the True Investment Fiduciaries Gone?
HighView Asset Management
When it comes to true investment fiduciaries, there are two standards of care: suitability and fiduciary. In this video, HighView CEO Mark Barnicutt shares his perspectives on both standards, the
The Basics of Estate Planning
Baker Tilly
Having an estate plan is essential when it comes to protecting your assets and ensuring your legacy. In this easy-to-understand introduction, learn the ABCs of estate planning and discover what makes
How to Stay Ahead in the Digital Age
Eton Solutions
Eton Solutions discusses the current trends and challenges happening in the family office.
The Evolving Risk Landscape: Discovering New Ways for Organizations to Assess and Manage Risk
Baker Tilly
How can an organization be confident it is agile enough to react to the unknown and the evolving risk landscape? One of the best ways is by establishing a strong risk culture. In this e-book, Baker
Estimated Taxes for Individuals: The Who, What, Where, When, and Why
Baker Tilly
While the concept of estimated taxes is not overly complicated, there can be confusion around the actual tax payments and how it works. According to the IRS, “the U.S. tax system operates on a
Charitable Giving: Three Elements of a Successful Plan
The Vanguard Group
Charitable giving is an important goal for many investors. Although any form can be beneficial, proper planning of the when, what, and how can help maximize the donor’s philanthropic as well as
Secrets of Successful Business-Owning Families
Northern Trust
Many business owners worry about how their success and wealth will impact their loved ones and the next generation. The fear behind it can hinder the ability of future generations to build on
Federal Estate & Gift Tax Projected Exemption Amounts
Waller Lansden Dortch & Davis (now part of Holland & Knight)
Under the Tax Cuts and Jobs Act of 2017, the federal estate tax exemption was temporarily doubled through December 31, 2025. Effective January 1, 2026, the exemption limits are scheduled to be