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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A Roth IRA conversion can serve as a valuable tool for transferring wealth when applied under the proper conditions.
Read moreUsing charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts.
Read moreBuilding a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.
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