While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.
Investors typically view safe havens as offering protection in market downturns. This can include defensive stocks, bonds, real estate, gold, commodities, currencies, private equity and alternatives. You can throw insurance, art, wine and collectibles into the mix, too.
Wilmington Trust today announced that Sharon L. Klein, President, Family Wealth, Eastern U.S. Region, has been named as one of the top 200 advisors in the country on the Forbes Top Women Wealth Advisors list. This annual list recognizes the top 1,000 women advisors in the United States. Less than one-in-five of these top women advisors oversee $1 billion or more in client assets, and Klein is featured as one of them
Two of this year’s Top 30 Under 30 work in family offices, offering them a different perspective on the Covid-19 crisis.
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