December 22, 2025
Founding Partner Jason Wiggam discussed how family offices are navigating sweeping tax changes as the year comes to a close. He details how newly enacted provisions–including higher estate and gift tax exemptions, expanded qualified small-business stock benefits and updated charitable deduction rules–are reshaping long-term planning for high-net-worth families. Wiggam also cautions against letting tax incentives alone drive major financial decisions and shares perspective on how evolving IRS enforcement priorities could impact wealthy taxpayers moving forward.
Read the full article in Crain Currency here.
