Resources

Bespoke’s Approach to Private Wealth Management

Bloomberg Publishes Estate Planning Guide by Matt McClintock and Abbie M.B. Everist

Estate planners Matt McClintock and Abbie M.B. Everist highlight the urgent need for professional guidance and proactive solutions in the face of digital asset complexity...

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.

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.

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...