Our
Thinking

This month, Jay sits down with Jamie Rowley, President and CEO of Alaska Private Placement Solutions . Jamie shares her unconventional path to becoming a leader in sophisticated wealth planning, explains why Alaska has emerged as a premier planning jurisdiction, discusses her firm's expanding fiduciary consulting practice, and shares memorable client stories, from pet trusts with yachts and vacation homes to family treasure maps preserved for future generations. Read on to l

For families with very large estates, life insurance plays a fundamentally different role than it does for most households. It’s not about income replacement, mortgage protection, or meeting basic financial needs. Instead, life insurance becomes a structural element of generational planning, including providing liquidity, managing tax exposure, supporting legacy objectives, and protecting illiquid assets from being dismantled under pressure.

This month, Jay sits down with Jagruti Panwala, President & CEO of Wealth Protection Strategies and the first woman to serve as Chair of the Asian American Hotel Owners Association (AAHOA).

This month, Jay sits down with Ani Hovanessian, Partner in the Private Client Group at Willkie, Farr & Gallagher LLC, for an inspiring conversation about the intersection of technical mastery and human connection in estate planning.