Notes from the frontier
Ideas, field notes and product news for Wealth Management teams putting AI to work.
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Clients, regulators and your own team all ask the same question about advice: where did that come from? The firms that answer it fastest earn trust.
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7 articlesRanking the day by dollars and deadlines
An advisor’s day fills with whatever is loudest. Ranking the work by what it is worth and when it is due is a better default.
The wash-sale trap in multi-entity families
Tax-loss harvesting looks simple in one account. Across trusts, IRAs and a spouse’s brokerage, it is easy to give back the loss you meant to keep.
Funding a capital call without a tax surprise
Private fund commitments arrive on the fund’s schedule, not the family’s. A little planning turns a scramble for cash into a deliberate choice.
US estate tax and the cross-border family
A family based outside the United States can owe US estate tax on far less than it expects. Here is where the exposure hides and how advisors usually address it.
When the K-1s arrive late
Families with private investments rarely file in April. Here is how to plan the tax year around the documents that come last.
Rethinking the quarterly report
Most quarterly reports answer questions the family did not ask. The best ones start from the decisions ahead.
Questions to ask before your firm adopts AI
What your compliance team will want answered before any AI tool touches a client record, and the answers to look for.