Insights

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

All Insights News Tax Planning Trust Services
Name Image Likeness & Estate Planning
Tax Planning

Name, Image, and Likeness (NIL) & Estate Planning: Valuing, Protecting and Planning for Name, Image and Likeness Rights

Origins, Valuation Methodology, Trusts, Tax Planning, Oversight, and Estate Planning Implications Across Athletics, Entertainment, and the Creator Economy. 
Chat GPT Image Apr 30 2026 02 21 20 PM
Tax Planning

Fine Art and Collectables: Charitable and Estate Planning Strategies

A Comprehensive Guide for Collectors, Advisors & Estates
QSBS Article
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.
Article Photo Website
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.
Giving Tuesday Picture
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.
Shirley Posada Headshot
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.
Brian Donovan 2025 Headshot
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.
Wealthbombimage 2 2048x1246
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.