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Our latest thinking on markets, planning and the firm. Subscribe at the bottom of any page to receive new articles by email.

What moved markets this week, what our investment committee is watching, and whether it changes anything in client portfolios.

Founders who plan a sale a year ahead typically keep more of the proceeds. A checklist of what to settle before the first buyer calls.

We are expanding our presence to serve clients closer to home. Meet the team and find out what changes for existing clients.