Insights

Perspectives on wealth, trust, and legacy from the Extraordinary Trust team.

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Tax Planning

Fine Art and Collectables: Charitable and Estate Planning Strategies

A Comprehensive Guide for Collectors, Advisors & Estates
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Tax Planning

Qualified Small Business Stock (QSBS) & The Entrepreneur

An overview of QSBS tax exclusions available to entrepreneurs and investors, including eligibility requirements and planning strategies.
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Tax Planning

The Year of the Intelligent Portfolio: Tax Strategy Meets Institutional Discipline

How tax-efficient portfolio management combines strategic asset location, loss harvesting, and institutional discipline to preserve and grow wealth.
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Trust Services

Doing Well by Doing Good: Charitable Trust Strategies for Giving Tuesday

Explore charitable trust strategies including CRTs, CLTs, and donor-advised funds that align philanthropic goals with tax-efficient wealth planning.
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News

Extraordinary Trust Welcomes Shirley Posada as Senior Relationship Manager

Shirley Posada, former Northern Trust Senior Client Advisor, joins Extraordinary Trust as Senior Relationship Manager.
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News

Brian Donovan Appointed President, Family Office at Extraordinary Trust

Former Northern Trust Senior Managing Director Brian Donovan joins Extraordinary Trust as President of the Family Office division.
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Insights

The Wealth Bomb: Understanding the $84 Trillion Great Wealth Transfer

The largest intergenerational wealth transfer in history is underway. Understanding its implications is critical for advisors and families.