Jordan Yorks Archives - Walter Shuffain

Estate Planning Essentials for Preserving Generational Wealth

Written by: Jordan Yorks Wealth preservation is a key concern for high- and ultra-high-net-worth individuals, especially when passing on assets to future generations. Estate planning is the cornerstone of ensuring that your wealth is transferred smoothly, efficiently, and according to…

5 Strategies for Multigenerational Wealth Management

Written by: Jordan Yorks In the intricate dance of wealth management, transferring assets across generations is a pivotal movement. High-net-worth families, in particular, face unique challenges and opportunities when preparing for this significant transition. This article outlines five foundational steps…

2024 Asset Management Forecast: 5 Predictions for the Year Ahead

As high-interest rates and investor uncertainty continue to hamper the market, now is the time for asset management firms to reinvest in their practices. Lessons learned from past bear markets show that asset managers who take time during a slowdown…

We May Never See a Better Environment for Transferring Wealth … Here’s Why

It may seem that there will always be time to address estate planning. However, a unique opportunity to maximize the amount of wealth that can be tax-efficiently passed to heirs will expire at the end of 2025. Furthermore, legislation could…

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