Blog

An Interview with Dr. James Grubman, Originator of Wealth 3.0 - The Evolution of Counseling Families of Wealth
An Interview with Dr. James Grubman, Originator of Wealth 3.0 - The Evolution of Counseling Families of Wealth

Family wealth psychologist Dr. James Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors...

Importance of Financial Wealth Planning for Executives of Start-ups
Importance of Financial Wealth Planning for Executives of Start-ups

Like the companies they work for, executives of start-up companies face unique and complex financial challenges. Unlike their peers who work for...

Family Roadmap to Financial Independence for the Next Generation
Family Roadmap to Financial Independence for the Next Generation

We spend a lot of time with the families we partner with implementing a variety of initiatives – tax efficient wealth transfer and estate planning,...

Entrepreneurs & Executives: 5 Personal Wealth Items You Need To Be Thinking About
Entrepreneurs & Executives: 5 Personal Wealth Items You Need To Be Thinking About

When discussing wealth management with founders and executives, some of the most common questions we hear are, “what should I be thinking about”, or...

Why Inflation Matters & How Asset Allocation is Your Best Tool
Why Inflation Matters & How Asset Allocation is Your Best Tool

"Make the best use of what is in your power, and take the rest as it happens.” - Epictetus

Important Considerations: Real Estate Ownership Structure & Asset Protection
Important Considerations: Real Estate Ownership Structure & Asset Protection

Real estate can be a significant asset on the family balance sheet and often holds a large emotional place within a family’s legacy. Oftentimes...

How to Disclaim an Inheritance (And Reasons Why You Would)
How to Disclaim an Inheritance (And Reasons Why You Would)

The idea of turning away inherited assets can be a difficult one to grasp for many people. Wealth often creates complexity and for some, being the...

Key Considerations When Deciding Between a Single or Multi-Family Office
Key Considerations When Deciding Between a Single or Multi-Family Office

The creation of substantial wealth is often born of tireless entrepreneurial grit and dedication. Once realized, the same effort spent on...

The New Frontier: Impact Investing Explained
The New Frontier: Impact Investing Explained

Impact investing, sometimes called socially responsible investing, is becoming increasingly popular among investors. According to the Forum for...

Charitable Giving Strategies for Entrepreneurs
Charitable Giving Strategies for Entrepreneurs

Successfully founding and running a business not only creates personal financial stability and prosperity, but also provides entrepreneurs who are so...

1 2 3 4 5
... 8