Harness Wealth

APRIL 30, 2025

Setting clear financial goals and obtaining realistic business valuations early in the process helps you understand how timing impacts both taxes and overall returns. Strategic planning around holding periods becomes essential, as assets held for longer than one year qualify for preferential long-term capital gains rates.

Taxes

Harness Wealth

JULY 31, 2025

This article outlines strategic planning options for navigating the sunset provisions ahead. From trust design to life insurance, gifting strategies to asset-specific planning, we’ll explore actionable ways to protect your estate—and how the right team of professionals can help you move forward with clarity and confidence.

Estate Planning

The Big Picture

MAY 6, 2025

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. In other words, the models assume a normal distribution of returns, but when you get into some kind of event, it’s no longer a normal distribution returns.

Risk Management

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. We are working to help you take those steps forward.

Strategic Planning

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.

Strategic Planning

Brown Advisory

APRIL 20, 2022

Securities Fair Value Leveling: A Four-Step Approach Liquidity is always a key metric for an NFP, as it helps ensure available cash to support portfolio distributions to the organization. Explain the timing difference and cutoff on valuations. Good preparation is key to a successful audit. Offer constructive feedback.

Investment Advisor

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning