Prosperous Futures

We’ve been here for the long game, and we’re still ahead. That’s the Weber Gold Standard ™.

Recent WGM Insights

How 2021 Tax Changes are Impacting the UHNW

Any new government brings with it the potential for major tax changes, and, while federal tax laws have been largely favorable to the ultra-wealthy as of late, Joe Biden’s presidency has already initiated several changes to tax laws. For ultra-high net worth investors, these changes can considerably increase their tax burden and restrict certain wealth transfer strategies.