News and Insights - Burling Wealth Partners

Insights

11.2025

Year-End Choices That Shape the Year Ahead

As the year winds down, it’s not just about reflecting on your successes and challenges. It’s about setting the stage for a stronger and more intentional 2026. Taking time now…

Insights

11.2025

Year-End Choices That Shape the Year Ahead

As the year winds down, it’s not just about reflecting on your successes and challenges. It’s about setting the stage for a stronger and more intentional 2026. Taking time now…

Insights

10.2025

Burling Wealth Partners: The Quarter in Charts

We bring the past quarter to life through a series of thoughtfully curated charts designed to highlight key trends and themes shaping the markets. Our goal is to provide clear, engaging insights that deepen your understanding of market dynamics and spark meaningful perspective on what lies ahead.

Insights

10.2025

Burling Wealth Partners: The Quarter in Charts

We bring the past quarter to life through a series of thoughtfully curated charts designed to highlight key trends and themes shaping the markets. Our goal is to provide clear, engaging insights that deepen your understanding of market dynamics and spark meaningful perspective on what lies ahead.

Insights

09.2025

Charitable Giving in 2025 vs. 2026: Timing Matters

A critical window for charitable giving is closing. New tax rules will soon reduce the tax benefits for generous high-net-worth families, making 2025 the optimal year to maximize your charitable…

Insights

09.2025

Charitable Giving in 2025 vs. 2026: Timing Matters

A critical window for charitable giving is closing. New tax rules will soon reduce the tax benefits for generous high-net-worth families, making 2025 the optimal year to maximize your charitable…

Insights

07.2025

The Burling Brief: Six Big and Beautiful Planning Moves to Consider

Earlier this month, the One Big Beautiful Bill Act (OBBBA) introduced significant changes to the tax code, impacting high earners, business owners, and families. Burling Wealth Partners highlights six planning…

Insights

07.2025

The Burling Brief: Six Big and Beautiful Planning Moves to Consider

Earlier this month, the One Big Beautiful Bill Act (OBBBA) introduced significant changes to the tax code, impacting high earners, business owners, and families. Burling Wealth Partners highlights six planning…

Insights

05.2025

The Gift of Education: Planning for a Meaningful Legacy

Few gifts are more powerful than education. It opens doors, shapes futures, and can be a defining part of your legacy. But with tuition costs rising rapidly, having a plan…

Insights

05.2025

The Gift of Education: Planning for a Meaningful Legacy

Few gifts are more powerful than education. It opens doors, shapes futures, and can be a defining part of your legacy. But with tuition costs rising rapidly, having a plan…

Crain's Chicago Business

04.2025

Burling Wealth Partners Named One of Chicago’s Largest Wealth Management Firms

Burling Wealth Partners is honored to announce that we have been recognized by Crain’s Chicago Business as one of Chicago’s Largest Wealth Management Firms. Thank you to our valued clients,…

Crain's Chicago Business

04.2025

Burling Wealth Partners Named One of Chicago’s Largest Wealth Management Firms

Burling Wealth Partners is honored to announce that we have been recognized by Crain’s Chicago Business as one of Chicago’s Largest Wealth Management Firms. Thank you to our valued clients,…

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Year-End Choices That Shape the Year Ahead

Year-End Choices That Shape the Year Ahead

Burling Wealth Partners: The Quarter in Charts

Burling Wealth Partners: The Quarter in Charts

Charitable Giving in 2025 vs. 2026: Timing Matters

Charitable Giving in 2025 vs. 2026: Timing Matters

The Burling Brief: Six Big and Beautiful Planning Moves to Consider

The Burling Brief: Six Big and Beautiful Planning Moves to Consider

The Gift of Education: Planning for a Meaningful Legacy

The Gift of Education: Planning for a Meaningful Legacy

Burling Wealth Partners Named One of Chicago’s Largest Wealth Management Firms

Burling Wealth Partners Named One of Chicago’s Largest Wealth Management Firms