Pennington Partners & Co.

Join Us for Our Quarterly Investing & Thought Leadership Call Tuesday, November 4th | 3:00 PM ET We invite you to an exclusive discussion on: ·      The evolution of long-short separate accounts, their tax benefits, and how they can be used to offset both short-term and long-term capital gains. ·      We’ll also explore related planning opportunities, including the integration of Opportunity Zone strategies 1.0 and 2.0 as part of an ongoing wealth strategy to defer capital gains and invest tax-free. Hosted by: Brian Gaister, Co-Founder & CEO of Pennington Partners & Co. Michael Rubenstein, Partner, Director of Income & Estate Tax Minimization of Pennington Partners & Co. 🔗 Click Here to Register: https://lnkd.in/etBiV3gp

Reminder! Today at 12:30pm ET will be our webinar on optimizing modern brain health with Drew Ramsey MD.   Along with our Director of Health & Wellness Jill Sheppard Davenport, he’ll share actionable tips for boosting focus and mental clarity, staying balanced under stress, and creating a durable “mental fitness” that will help optimize your lifestyle.   Don’t miss this one! It’s a chance to invest in your most powerful asset: your mind.   👉 Register now: https://lnkd.in/eEAb6gGv #MentalFitness #StressResilience #HighPerformanceHealth

In today’s high-pressure world, top performers face constant demands and pressure - which can take a toll on our brain! The good news is there are proactive, evidence-based nutrition and lifestyle strategies for promoting long-term brain health, resilience, and focus.   Join us on Wednesday, October 22nd as our Health & Wellness Director Jill Sheppard Davenport sits down with Drew Ramsey MD to discuss a few simple ideas for significantly improving brain health.   Specifically, Dr. Ramsey will share science-backed strategies for:   ✅ Boosting focus and performance ✅ Managing stress and anxiety ✅ Building long-term “mental fitness”   This is perfect for entrepreneurs, entrepreneurial families, and high performers.   The tips you will learn are drawn from Dr. Ramsey’s experience as a psychiatrist, Columbia University professor, and bestselling author of Healing the Modern Brain and Eat to Beat Depression and Anxiety.   👉 Register now: https://lnkd.in/eEAb6gGv #MentalFitness #StressResilience #HighPerformanceHealth

Affluent families need more support than ever before. They are looking for alignment – making complex things simple – and the ability to deliver real value that is quantifiable. This is where Pennington Partners & Co. is stepping in to fill the gap.   As Devon Pendleton covered today in an exclusive story for Bloomberg, there is a growing number of centimillionaires requiring firms with unique expertise to serve them. Multi-family offices should be a holistic and aligned partner for them, offering not just asset allocation but a full understanding at the intersection of investing, income and estate tax, private investments, health and wellness, and support with what they are trying to achieve in their lives.   It’s a big reason why we are so excited to have also shared with Devon the addition of Keith Kellum, CAIA, CTFA and Marilyn Santiago to our team. Keith and Marilyn both come from long tenure and incredible experience at BNY Mellon. We welcomed them this week as we expand our capabilities and seek to deliver an even better experience for our growing list of clients.   Check out the full story below for more details on the changing wealth dynamics in our country, and how Pennington is continuing to meet this new demand! https://lnkd.in/eWZ4d2zA

Many of the questions we get from our clients revolve around the current economic environment – where to find opportunities while minimizing their income tax exposure.   Our own Christopher Wolfe sat down with Jared Blikre and Brooke DiPalma recently for their Stocks In Translation show on Yahoo Finance. A big part of the discussion? The OBBBA and whether or not we are heading into a repeat of 1970’s era stagflation.   Check out the full clip below for all of Chris’ insights. The short answer? Long-terms problems will likely emerge, but there are some beneficial changes coming that will boost investment in the next few years.   https://lnkd.in/eY4pJ3Xb

Are you navigating the challenges of caring for an aging parent, partner or yourself? Join us on Wednesday, June 25 from 12–1pm ET, for a special conversation on “Caring for Your Aging Parent, Partner or Yourself: Medical, Legal, and Emotional Strategies.” We’ll explore: · How to talk with your parents, your partner or your children about future care needs and make decisions together, or think through decisions yourself · Evaluating care options, from in-home help to assisted living, memory care, and skilled nursing · Covering legal essentials and financial needs: powers of attorney, healthcare proxies, advance directives, trusts, estate tax and more · Navigating emotional dynamics including successful family meetings, role confusion, guilt, and resistance · Assessing cognitive capacity, and what to do if there are concerns Whether you're just starting to think about these issues or already deep in the process, this session will offer meaningful tools and insights. Equally helpful for planning for yourself, with your partner, or with your parents—this is for everyone navigating these decisions. Can’t attend live and want the recording? Simply register to input your info and we’ll send the replay. Jeannemarie Bozza, Colleen Jackson, PhD, ABPP/CN, Christina Lesher, Michael Rubenstein https://lnkd.in/ezgRxHyE

Managing a fortune is not just about growing wealth; it’s about navigating complexity.   Christopher Wolfe breaks down the many layers that come with having substantial wealth - and why more families are turning to family offices for support - in a new Kiplinger article by Adam Shell.   From real estate and generational assets to cybersecurity and philanthropy, wealth management isn’t just about the numbers anymore - it's about expertise. Family offices tend to provide the structure and skill needed to make informed decisions and keep things transparent.    At Pennington, our mission is to elevate the lives of highly successful entrepreneurial founders and their families.    https://lnkd.in/ggh4feJe

Are you navigating the challenges of caring for an aging parent, partner or yourself? Join us on Wednesday, June 25 from 12–1pm ET, for a special conversation on “Caring for Your Aging Parent, Partner or Yourself: Medical, Legal, and Emotional Strategies.” We’ll explore: · How to talk with your parents, your partner or your children about future care needs and make decisions together, or think through decisions yourself · Evaluating care options, from in-home help to assisted living, memory care, and skilled nursing · Covering legal essentials and financial needs: powers of attorney, healthcare proxies, advance directives, trusts, estate tax and more · Navigating emotional dynamics including successful family meetings, role confusion, guilt, and resistance  · Assessing cognitive capacity, and what to do if there are concerns Whether you're just starting to think about these issues or already deep in the process, this session will offer meaningful tools and insights. Equally helpful for planning for yourself, with your partner, or with your parents—this is for everyone navigating these decisions. Can’t attend live and want the recording? Simply register to input your info and we’ll send the replay. https://lnkd.in/ezgRxHyE Jeannemarie Bozza Colleen Jackson, PhD, Christina Lesher Michael Rubenstein

Are you navigating the challenges of caring for an aging parent, partner or yourself? Join us on Wednesday, June 25 from 12–1pm ET, for a special conversation on “Caring for Your Aging Parent, Partner or Yourself: Medical, Legal, and Emotional Strategies.” We’ll explore: · How to talk with your parents, your partner or your children about future care needs and make decisions together, or think through decisions yourself · Evaluating care options, from in-home help to assisted living, memory care, and skilled nursing · Covering legal essentials and financial needs: powers of attorney, healthcare proxies, advance directives, trusts, estate tax and more · Navigating emotional dynamics including successful family meetings, role confusion, guilt, and resistance  · Assessing cognitive capacity, and what to do if there are concerns Whether you're just starting to think about these issues or already deep in the process, this session will offer meaningful tools and insights. Equally helpful for planning for yourself, with your partner, or with your parents—this is for everyone navigating these decisions. Can’t attend live and want the recording? Simply register to input your info and we’ll send the replay. https://lnkd.in/ezgRxHyE Jeannemarie Bozza Colleen Jackson, PhD, Christina Lesher Michael Rubenstein

Pennington Partners & Co. President and CIO Christopher Wolfe recently sat down Jack Houghteling to discuss why U.S. investors should broaden their focus beyond domestic markets as global trade dynamics evolve, fiscal spending accelerates overseas, and valuation gaps widen. #Investing #GlobalMarkets #AssetAllocation #InvestmentStrategy https://lnkd.in/eVNMHx-B