Featured Insights
2026 Mid-Year Investment Outlook
Market Resilience Amid a Shifting Economic Landscape
Wealth Planning Through Life's Transitions
Thoughtful guidance for families navigating caregiving responsibilities, loss and evolving family dynamics when life's most complex moments carry lasting financial decisions.
Women Leading the Shifting Center of Wealth Stewardship
Women will control historic share of wealth, reshaping planning as inclusive advice, shared governance, and purpose-driven stewardship define the transfer.
The great ownership transfer: Helping business owners protect their legacy and define what comes next
The Great Ownership Transfer is a defining generational moment that blends financial strategy with personal legacy.
Transfer taxes and state-level estate planning: How to protect your wealth across states
Several states have their own transfer taxes on wealth. See how you can safeguard your legacy and minimize taxes across jurisdictions.
Wealth Management
Your financial inner circle: Building the right advisory team
Managing significant wealth requires financial expertise and a team of expert advisors. Understand how to select your experts to foster effective collaboration.
The benefits of incorporating charitable giving into your estate plan
See how charitable giving goals, along with your estate plan is a great way to support the causes you care about while remaining tax efficient.
Building your philanthropic legacy
See how including charitable giving strategies in your estate plan can help you achieve your philanthropic goals while supporting the causes you care about.
What is a family office and do I need one?
For those with significant assets and complicated financial lives, a family office can be an ideal solution.
Investing
2026 July Market Observations
From renewed AI skepticism to rising oil prices, strong corporate earnings, and higher interest rates, July presented investors with a challenging market environment. Our latest edition of Market Observations explores how these forces shaped market performance.
2026 Mid-Year Investment Outlook
Market Resilience Amid a Shifting Economic Landscape
2026 Q2 Quarterly Market Commentary
Geopolitical tensions eased and the U.S. economy remained resilient, lifting global equities amid continued AI infrastructure investment. Fixed income generated positive performance despite persistent inflation, while select alternative strategies provided differentiated sources of return. Overall, it was a strong quarter for well diversified investors.
2026 Investment Outlook
Discover the key trends shaping the markets in the year ahead.
Business
Bridging the liquidity gap: Life insurance in PE/VC estate planning
Explore how tailored policies and trust structures help general and limited partners mitigate risk, preserve wealth, and plan for the unexpected, without disrupting fund performance.
Transforming emerging wealth into an enduring legacy
Citizens Private Bank hosted a panel discussion focused on strategic approaches to preserving and growing wealth across generations, including insights on business succession, tax efficiency, and family governance.
10 tips for strong sales growth
Having the right financing, enough staffing, and a strong promotional plan are several of the ways businesses can achieve strong sales growth.