All Articles
Creating a Lasting Legacy: Building a Multigenerational Wealth Transfer Plan for Families
Summary: Passing wealth down across generations is one of the most important and complex challenges that families face. In this…
Tax Strategies for Family- and PE-Backed Restaurant, Franchise, and Hospitality Businesses
Summary: Your ownership model shapes your tax priorities. Family-owned restaurants often focus on long-term wealth preservation and succession, while PE-backed…
Beyond the Will: Why a Comprehensive Estate Plan is Essential for High-Net-Worth Families
Summary: High-net-worth individuals and families need more than a will to protect their legacy. A truly comprehensive estate plan integrates…
Family Offices and Real Estate: Strategies for Multigenerational Wealth
Summary: Family offices are reshaping the real estate investment and wealth planning landscape. In Aprio’s latest Real Estate Practice webinar,…
Transitioning a Family Business to the Next Generation
At a glance Schedule a consultation The full story: Family business succession is not merely a financial transaction, it’s a…
How to Navigate Family Conflict Resolution & Governance
At a glance Schedule a consultation The full story: Conflict resolution in families, especially those with significant wealth and complex…
Do You Need a Family Office? Key Factors to Consider
At a glance: You have spent years building your wealth to support your family, loved ones, or causes you care…
A Phased Approach to Family Estate Planning
At a glance: Schedule a consultation The full story on estate planning: Family estate planning can often be a complex…
9-Step Checklist: How to Build Your Financial Plan While Running a Restaurant
At a glance The restaurant and franchise sector can be hectic, and it probably feels like you’re constantly planning for…
Donor-Advised Funds vs. Private Foundations for Charitable Giving: What Is Right for You?
At a glance: Schedule a consultation today to learn more The full story: Charitably-minded individuals and families with significant wealth…
Ending of the Tax Cuts & Jobs Act: Key Opportunities Before Exemptions Expire
At a glance Schedule a consultation The full story: The Tax Cuts & Jobs Act (TCJA) is sunsetting, with key…
4 Private Capital Insights from Q1 2024 and What They Mean for You
Private capital is a large, diverse market that has historically rewarded disciplined, long-term investors. Aprio Wealth Management believes strongly in…
The Pulse on the Economy and Capital Markets: June 6 – 10, 2022
At a glance: Stocks, bonds and crypto experienced one of the worst weeks since the early days of COVID, causing…
The Pulse on the Economy and Capital Markets: May 9 – 13, 2022
At a glance: This year started out as one of the worst in decades for stock and bond markets as…
ESG Impacting Levers: How Private Equity Firms Can Drive Value Creation
At a glance Are you ready to build your social balance sheet? Contact our team for a free consultation. The…
The Pulse on the Economy and Capital Markets: April 11–15, 2022
At a glance Stock and bond markets continued to struggle, as investors focused on and grew more concerned about rising…
The Pulse on the Economy and Capital Markets: Mar 7 – 11, 2022
At a glance Markets declined last week amid continued conflict in Ukraine and investors’ concerns about its widespread impact on…
Buyer Beware: Individual 401(k) Plans
Individual 401(k) plans, aka solo(k)s, uni(k)s etc., have become very popular retirement vehicles for owner only businesses, with popular vendors…
The Pulse on the Economy and Capital Markets: Jan 24 – Jan 28, 2022
At a glance: The markets can’t catch a break with stocks, bonds and cryptocurrency continuing to decline. Oil remains the…
The Pulse on the Economy and Capital Markets: Dec 27 – Dec 31, 2021
At a glance: Overall, the U.S. performed well as stock markets closed out 2021 strong and leading economic indicators are…
The Pulse on the Economy and Capital Markets: Dec 6 – Dec 10, 2021
At a glance: Overall, stock markets across the globe rebounded last week as inflation increases to levels not seen in…
The Pulse on the Economy and Capital Markets: Oct 25 – Oct 29, 2021
At a glance: Overall markets close October strong with stocks up nearly six percent for the month. Nasdaq, Dow Jones…
The Pulse on the Economy and Capital Markets: Oct 18 – Oct 22, 2021
At a glance: Overall equity markets remain strong with companies’ earnings driving the upwards momentum. With roughly 25% of S&P…
The Pulse on the Economy and Capital Markets: Sept 27– Oct 01, 2021
At a glance: Financial markets were weak signaling rising concerns about inflation. We received higher core inflation readings, excluding food…
The Pulse on the Economy and Capital Markets: July 19–23, 2021
At a glance Investors buckled their seatbelts for plenty of volatility in the markets last week — though positive economic…
The Pulse on the Economy and Capital Markets: June 21–25, 2021
Executive Summary Market mood swings: After a turbulent stretch, markets were higher last week, bolstered by another Fed announcement and…
The Pulse – What’s happening in the Economy and the Capital Markets: June 14-18, 2021
Executive Summary The markets dropped last week as the Federal Reserve announced it plans to increase interest rates earlier than…
The Pulse – What’s happening in the Economy and the Capital Markets: 6/7/21 – 6/11/21
Executive Summary A familiar face: Inflation is all anyone can talk about these days — and following the release of…
The Pulse on the Economy and Capital Markets: May 24–28, 2021
Executive Summary: You got Exxon-ed: Headlines are focusing on the board battle at Exxon Mobil over a climate change-focused internal…
The Pulse – What’s happening in the Economy and the Capital Markets: May 17-21
Executive Summary Buy the rumor, sell the news: From sideways stocks to bond intimidation, there’s a lot going on in…
The Pulse on the Economy and Capital Markets: May 10–14, 2021
Executive Summary Inflation, inflation, inflation: That is what has been on the market’s mind over the past week, as economic…
The Pulse on the Economy and Capital Markets: May 3–7, 2021
Executive Summary Mixed Market News for Tech: Last week, markets were positive globally except for high-valuation, fast-growth technology companies. Disappointing…
The Pulse on the Economy and the Capital Markets: 4/26/21 – 4/30/21
Executive Summary Earnings and sales: While S&P earnings position Q1 as one of the best in decades, the market continues…
The Pulse on the Economy and Capital Markets: April 19–23, 2021
Executive Summary Mixed Signals: Earnings of companies started stronger than expected last week, though markets did not react to the…
The Pulse on the Economy and Capital Markets: April 12–16, 2021
Executive Summary Crypto Dominates Headlines: Markets initially reacted positively to the Coinbase listing, while bank earnings were optimistic on the economy….
The Pulse on the Economy and Capital Markets: April 5–9, 2021
Executive Summary A Solid Start to Q2: The markets kicked off the quarter with strong performance, amid optimism about the U.S….
The Pulse on the Economy and Capital Markets: March 29 – April 2, 2021
Executive Summary Economic Excitement Takes Center Stage: The U.S. market had a stellar showing last week, while the riskiest part of…
Education 2021 & Beyond MA&A Webinar
As 2020 fades into the rear-view mirror, gain a competitive advantage in 2021 with Aprio’s webinar series: What’s Next –…