Legato Private Wealth
Rigorous analysis composed for the discerning principal — covering perpetual wealth architecture, late-cycle positioning, estate strategy, the 2026 tax landscape, and our Wealth Strategies for Women series.
Legato Insights
A framework for constructing capital structures designed to endure and compound across generations
Identifying structural mispricings, managing volatility, and preserving optionality as cycles mature
Trust architecture, transfer strategies, and tax minimization for generational wealth transitions — 2026
Strategies for inherited IRAs, RMDs, Roth conversions, and multi-generational tax efficiency
Strategic Tax Planning 2026
Legislative foundations, wealth transfer strategy, and the family legacy under the OB3 Act
Philanthropic legacy vehicles, tax-efficient asset location, and harvesting strategies for UHNW investors
Entity selection, income character reclassification, and the discipline of year-round implementation
Wealth Strategies for Women
Building financial independence at every stage of your career and life · 2026 Edition
Navigating divorce, inheritance, career change, and retirement with financial clarity · 2026 Edition
The expense most women forget to plan for — and how to meet it strategically · 2026 Edition
Protecting your legacy, your family, and your wishes · 2026 Edition
Private Access
Legato Insights is distributed exclusively to qualified principals and their advisors. Each edition arrives when the thinking warrants it — never on a calendar.