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  • August 01, 2025
    • Capital Partners
    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.
  • August 01, 2025
    • Capital Partners
    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.
  • August 01, 2025
    • Capital Partners
    Empathy. Passion. Focus. These are the keys to success, according to two venture capitalists and entrepreneurs, and this year’s guest speakers.
  • August 01, 2025
    • Capital Partners
    All-American squash player and national champion Lauren Patrizio is shaping the future of young athletes.
  • ""
    June 26, 2025
    • Capital Partners
    We cover three types of insurance – health, life, and disability – to review if you’re expecting.
  • ""
    June 25, 2025
    • Holloway Rule
    • Capital Partners
    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.
  • ""
    June 23, 2025
    • Capital Partners
    Our Next Generation team looks at important considerations for those deciding to leave the workforce to have or care for children.
  • ""
    April 04, 2025
    • Capital Partners
    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.
  • Woman sitting on a canoe overlooking water
    April 04, 2025
    • Capital Partners
    Whether you’re planning a quick getaway or an extended stay, being prepared can save you time, money, and hassle. Here are key strategies for handling credit cards, currency, insurance, and even driving laws before you depart.
  • Woman overlooking water and mountains
    April 04, 2025
    • Capital Partners
    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.

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