News & Insights
Beyond Estate Planning: Purpose, Planning, and Partnership
In today’s rapidly changing world, families require more than estate planning strategies; they need a meaningful roadmap that turns wealth into lasting impact and possibility ...
Annual Financial and Estate Planning Checklist
The start of a new year is an ideal moment to step back, assess your ...
Inside California’s Proposed 5% Billionaire Wealth Tax
California’s proposed “2026 Billionaire Tax Act” would impose a one‑time 5% tax on the net ...
Teamwork, Alignment, and Investing at SCS | Capital Allocators Podcast
In a recent episode of Capital Allocators hosted by Ted Seides, SCS CIO Lane MacDonald ...
From Snow to Sunshine: Navigating a Successful Move to Florida
This guide outlines key considerations for individuals and families contemplating a move from the Northeast, ...
Leveraging Annual Exclusion Gifts in 2026
A new year brings a fresh start to many things: professional goals, health and fitness ...
Private Investing: Duration, Scale, and Opportunity for Multi-Family Offices
In this episode of Focus On…, Alice Burley, Managing Director of the Private Client Group, ...
Navigating Markets Amid Economic Shifts & Technological Transformation
At a recent SCS Financial event in Boston, Anne Walsh, CIO of Guggenheim Partners, joined ...
New York LLC Transparency Act – What You Need to Know
The New York LLC Transparency Act (NYLTA) will take effect on January 1, 2026, requiring ...
Wealth Strategy – Beyond Estate Planning to Purpose and Communication
SCS’s recent Boston event brought together Tony Abbiati, CEO; Adrienne Penta, National Head of Wealth ...
Make the Season Bright: Three Meaningful Ways to Engage Your Children This Holiday Season
The holiday season is full of opportunities to teach generosity, financial responsibility, and family connection ...
Cultivating Capable Kids: A Lifelong Conversation
In this episode of Focus On…, Adrienne Penta, National Head of Wealth Management, and Will ...
Artificial Intelligence: A Defining Moment for Innovation and Investment
AI is reshaping the way we work, communicate, and invest. At SCS, we’re committed to ...
Closing Out 2025: Strategies for Gifting, Giving, and Family Engagement
In this year-end planning newsletter, we break down the top strategies to consider before December ...
Nicole Jackson Leslie Joins SCS Financial as Head of Wealth Strategy
SCS Financial announced the appointment of Nicole Jackson Leslie to the role of Head of ...
The Hidden Costs of Comfort
A Deeper Look at Evergreen Private Equity Relative to Traditional Drawdown: Humans are wired for ...
