In this issue of The Fresh Take, we highlight key insights from our annual Next Gen Summit. This summer, we hosted two cohorts – one middle school and high school students and one college age and young adults. Each group followed specific tracks, including age-appropriate finance and investing fundamentals, an economic update, networking receptions, inspirational speakers, and a panel of successful entrepreneurs.

What does it take to grow from child to “peer” in a family shaped by legacy and wealth? From redefining parent-child relationships to cultivating personal identity and setting boundaries, here’s how rising adults can step into their own power—without stepping on toes.

Empathy. Passion. Focus. These are the keys to success, according to two venture capitalists and entrepreneurs, and this year’s guest speakers.

All-American squash player and national champion Lauren Patrizio is shaping the future of young athletes.

We cover three types of insurance – health, life, and disability – to review if you’re expecting.

Relationship Manager Holly Rule examines several tax-efficient strategies for parents looking to pass wealth to children: 2503(c) trusts, trusts with Crummey withdrawal rights, UGMA/UTMA accounts, and 529 education savings plans.

Our Next Generation team looks at important considerations for those deciding to leave the workforce to have or care for children.

When it comes to managing your estate while moving abroad or traveling long term, the nuances can be complex. Head of International Fiduciary Administration and Wealth Planning Jessica Staton and Senior Relationship Associate Elise Johnston break down what you need to know.

In today's market environment, international and global equities can play a valuable role in a portfolio. Here, the Investment Research Group breaks down how and why this is the case.

With President Trump back in the White House, tariffs are once again at the forefront of U.S. trade policy. Corporate Advisory & Banking Associate Sophie Schneider breaks down how his approach could impact the economy, key industries, and global trade relationships.