SCS’s recent Boston event brought together Tony Abbiati, CEO; Adrienne Penta, National Head of Wealth Management; and Nicole Jackson Leslie, Head of Wealth Strategy, for a dynamic discussion on the evolving wealth landscape.
A new year brings a fresh start to many things: professional goals, health and fitness resolutions, budget plans, and more. In estate planning, it also means a reset of your annual exclusion.
In this episode of Focus On…, Adrienne Penta, National Head of Wealth Management, and Will Skeean, President of SCS Financial, explore how families can cultivate financial responsibility in children.
The New York LLC Transparency Act (NYLTA) will take effect on January 1, 2026, requiring most limited liability companies (LLCs) formed or authorized to do business in New York (Reporting Companies) to disclose beneficial ownership information….
SCS’s recent Boston event brought together Tony Abbiati, CEO; Adrienne Penta, National Head of Wealth Management; and Nicole Jackson Leslie, Head of Wealth Strategy, for a dynamic discussion on the evolving wealth landscape.
In this year-end planning newsletter, we break down the top strategies to consider before December 31, including gifting to loved ones, charitable planning, and the importance of communicating the why behind your estate plan with your family.
In this episode of Focus On…, Adrienne Penta, National Head of Wealth Management, and Will Skeean, President of SCS Financial, explore how families can cultivate financial responsibility in children.
In this year-end planning newsletter, we break down the top strategies to consider before December 31, including gifting to loved ones, charitable planning, and the importance of communicating the why behind your estate plan with your family.
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan.
The decision to launch a single-family office (SFO) or leverage the scale of a multi-family office (MFO) depends on your interest and ability to invest time, money, and energy to manage the day-to-day complexity of your family’s financial enterprise.