Shape

$580B Wealthspire Taking Shape After Acquisition

$580B Wealthspire Taking Shape After Acquisition

Wealthspire will be the newest name in the large, private equity-backed registered investment advisor space as it begins to take shape following a $2.7 billion acquisition from its former insurance brokerage and risk advisory parent, Madison Dearborn Partners.  Wealthspire, which had been the individual wealth arm of the recent acquisition, will become the overarching brand

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How Will the One Big Beautiful Bill Shape Your Legacy?

Grandparents on a nature walk with their grandchildren.

The One Big Beautiful Bill Act is now law, “permanently” setting the estate tax exemption to $15 million for individuals and $30 million for couples next year. But businesses and wealthy households should not rest on their laurels. On one hand, the timing of President Trump’s domestic spending bill removes a great deal of uncertainty.

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