Resources

Bespoke’s Approach to Private Wealth Management

Navigating the Maze By Matthew T. McClintock

The maze represents the difference between where you are and where your legacy is. It’s easy to find yourself alone, confused, a little intimidated and claustrophobic. You can’t tell what’s behind each turn.

Navigating the Maze

Matthew T. McClintock

Stephan Livera Podcast: UHNW Bitcoin Strategies By Stephen Livera & Matthew T. McClintock

Matt joins Stephan Livera on his podcast to discuss the multi-family office space and what ultra-affluent individuals should consider.

UHNW Bitcoin Strategies

Stephen Livera & Matthew T. McClintock

Taking Advantage of Depressed Asset Values to Save Taxes By Jonathan A. Mintz

During the 2008 recession, many families took advantage of the down markets and leveraged gifting options to reduce taxes. 2022 once again provided such an opportunity.

Taking Advantage of Depressed Asset Values to Save Taxes

Jonathan A. Mintz

Estate Planning in the Era of Digital Wealth By Matthew T. McClintock, Vanessa Kanaga, and Jonathan Blattmachr

Estate planners must be familiar with cryptoassets and blockchain technology, as their clients may have wealth comprised of these assets...

Estate Planning in the Era of Digital Wealth

Matthew T. McClintock, Vanessa Kanaga, and Jonathan Blattmachr

Choosing Favorable Trust Jurisdictions for Maximum Benefit By Matthew T. McClintock & Jonathan Mintz

Choosing the best situs for your planning needs depends on a number of factors and requires careful attention to, and familiarity with, the rules of various jurisdictions

Choosing Favorable Trust Jurisdictions for Maximum Benefit

Matthew T. McClintock & Jonathan Mintz

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