Estate planning has always been shaped by changes in tax law, but the most meaningful shift for high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) families is the permanent increase in the federal estate, gift, and generation‑skipping transfer (GST) tax exemptions under the One Big Beautiful Bill Act (OBBBA).
Kelly Henning, Principal and Wealth Manager at Modera, was recently featured in Financial Advisor Magazine’s “Women in Planning” series.
Patrick Runyen, Modera’s Director of Advisory, Wealth Manager & Principal, was recently featured in a new Quartz article, “Thinking about using AI for your taxes? Think again,” that explores the risks and limitations of using AI tools for tax preparation.
Tom Orecchio, CEO and Principal of Modera Wealth Management, contributed his perspective in Citywire RIA’s new piece, “Beyond the ‘plug and play’: RIA leaders weigh CPA alignment at scale.”
Mindy Neira was featured in Financial Advisor IQ’s powerful series on the challenges and opportunities facing female financial advisors.
Modera is proud to be ranked 40th in Barron’s 2025 Top 100 RIA Firms list.
Perspective on recent rate cuts.
Vince brings a wealth of experience from Transcend Capital Advisors, The Mather Group, and UBS, and his arrival marks a pivotal moment in Modera’s strategic growth journey.
Investment Commentary: Q3 2025
Market Shifts and Timeless Strategies