Private Wealth Management
What Is a GRAT?
A grantor retained annuity trust (GRAT) is a wealth transfer technique used by taxpayers who want to gift future asset appreciation to heirs.
It allows an individual, the grantor, to essentially freeze his interest in the growth of an asset and give any excess future growth to beneficiaries, without incurring gift tax.
GRATs are popular and have allowed taxpayers to save billions in gift and estate taxes.
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William Blair acted as the exclusive financial advisor to Nothum Food Processing Solutions in connection with its sale to Fortifi Food Processing Solutions, a KKR portfolio company.
Read moreWilliam Blair initiated research coverage of On Holding AG (ONON $32.87), a fast-growing performance and lifestyle brand based in Switzerland selling athletic footwear, primarily in running, but with a growing presence in newer categories and apparel.
Read moreIn addition to retirement considerations, any employee preparing to leave a job should plan for life after employee benefits.
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