2026 Capital Gains Changes: What they mean for high earners

April 6, 2026 - Alexander Friend

The 2026 tax landscape is shifting. Learn how the One Big Beautiful Bill Act (OBBBA) impacts capital gains and tax planning for high earners.

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Building a family wealth plan that survives generations, not just tax seasons

April 20, 2026 - Alexander Friend

Wealth often vanishes by the third generation. Discover how to build a lasting Raleigh family legacy through values-based financial planning and education.

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What to do when your net worth is tied to one stock

April 6, 2026 - Alexander Friend

Is your wealth tied to a single stock? Discover strategies for managing concentrated stock positions and equity compensation for Raleigh executives.

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The hidden costs of waiting too long to plan your exit

April 10, 2026 - Alexander Friend

Don’t let a 'Value Gap' derail your legacy. Discover the hidden costs of delaying your business exit and how 2026 tax changes impact Raleigh owners.

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Annual gifting strategies that actually move the needle

April 13, 2026 - Alexander Friend

Are you maximizing your annual gift tax exclusion? Learn high-impact gifting strategies for Raleigh families in 2026 to reduce estate taxes and build a legacy.

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Contact

Friend Wealth Group

919-571-6259
joseph.friend@rbc.com
Joseph Friend headshot

Joseph Friend, CPFA®, CRPC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager

919-571-6259 919-830-9607
Email |
Alex Friend headshot

Alexander Friend, CFP®

Financial Advisor

919-571-6249 919-819-1969
Email |