Insights

How to manage the emotional impact of sudden wealth

A sudden influx of money—the kind that comes from an inheritance, settlement, sale of a business, or similar—can come with emotional strings attached.

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06.25.2025

How GRATs work

Grantor retained annuity trusts (GRATs) are a type of irrevocable trust that can help manage the tax impact of an IPO, the sale of a business, or a similar event.

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06.16.2025

The employer’s guide to competitive pay packages

Whether you're trying to recruit the best talent to a big firm or build your startup, there's an art to building a benefits package that wins employees.

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05.30.2025

May 2025 market update

April kicked off with the long-anticipated tariff announcements from the Trump administration; stocks promptly sold off before bouncing back.

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05.13.2025

The Quorum Private Wealth guide to trusts

The term trust (or trust funds) is so broad it can often be misinterpreted, which means many people aren't fully aprised of how trusts work or when they're helpful.

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06.17.2025

June 2025 market update

Markets turned positive in May on a belief that a solution on tariffs is on the way. The impact of political back and forth may be having lessening.

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06.11.2025

Long-term healthcare and your legacy

Most of us will need some form of long-term care as we age. These expenses (rarely covered by health insurance) can ruin your legacy if you don't plan for them.

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05.14.2025

How to navigate taxes on a ‘big money event’

Too often, we see people worry about their financial wins because of the tax implications. Here are a few ways to manage that risk.

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04.30.2025

For assistance, please contact Quorum directly at 925-488-0000