A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how much those tax savings are actually worth.
If your stock portfolio took a beating this spring, there's a little-known tax strategy that lets you defer — and potentially eliminate — capital gains taxes.
America's fiscal cracks, the vanishing middle class, and the strategies that protect sovereign wealth in an age of systemic risk. This week's intelligence from the Lugen Family Office newswire reveals a convergence of forces unlike anything in a generation: a retirement system given a failing grade
Overlooking these three important, albeit boring, tasks could have disastrous consequences for the retirement savings you've worked so hard to accumulate.
The country's grade in the 2025 Mercer CFA Institute Global Pension Index matters because Americans are increasingly responsible for funding their own retirement.
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.
To get content containing either thought or leadership enter:
To get content containing both thought and leadership enter:
To get content containing the expression thought leadership enter:
You can enter several keywords and you can refine them whenever you want. Our suggestion engine uses more signals but entering a few keywords here will rapidly give you great content to curate.