If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com

Should inherited wealth stay separate in marriage?

In this video, we explore the difficult conversation many wealthy families face around prenups, inherited assets, and protecting family wealth. Rather than focusing only on financial risk, we discuss the relational and emotional impact prenups can have on agency, loyalty, unity, and equality within a marriage.

At Birchwood Capital, we believe wealth planning should consider both financial outcomes and family relationships. This episode examines how prenups, separate property trusts, and asset protection strategies can shape marriages long before any legal issue ever arises.

If you're part of a high-net-worth family, expecting an inheritance, or navigating marriage and wealth planning, this conversation offers a thoughtful perspective rarely discussed in traditional financial advice.

If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit https://engagewithbirchwood.com

Think you can write off 100% of your income with charitable donations? Not so fast. In this video, we break down the IRS rules for charitable tax deductions, including the real limits on cash donations, appreciated stock, donor-advised funds, and private foundations.

Learn how high-income earners, business owners, and charitably inclined families can maximize tax savings, avoid costly mistakes, and use strategies like donating appreciated stock to reduce both income taxes and capital gains taxes. We also cover the new charitable deduction changes starting in 2026 and walk through real tax software examples to show how the rules actually work.

If you feel like you should be getting more value than the AUM fee you're currently paying at your brokerage firm, visit: https://engagewithbirchwood.com

What is a GRAT (Grantor Retained Annuity Trust) and how do the wealthy use it to pass on millions tax-efficiently? In this video, we break down how GRATs work, who they're for, and why billionaires like Mark Zuckerberg and Jensen Huang use them for estate planning.

You'll learn the step-by-step mechanics, real-world examples, key benefits, risks, and strategies like "zeroing out" GRATs to potentially transfer massive wealth with little to no estate tax.