Perigon Wealth Adds Execs With Eye to M&A

Published on October 4, 2024

The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of Constellation Partners’ minority stake in Perigon.

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Ask the Experts: Prepare for Possible Sunset of High Estate Tax Exemption

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The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. 1, 2026. If Congress doesn’t act, that tax exemption will be cut in half to about $6 million. To help your clients prepare for the real possibil

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