Author page: Melissa Olszak, CFP®, CFA®

How Do I Start a Family Foundation?
How Do I Start a Family Foundation?

Many families with philanthropic goals consider forming family foundations. In this article, we discuss the steps to forming a foundation, as well...

Family Mission Statement: 2020
Family Mission Statement: 2020

2020 – A year of clear vision, a time to reflect on what is most important, and an opportunity to capture your reflections in a Family Mission...

Next Generation Engagement for Family Wealth Planning
Next Generation Engagement for Family Wealth Planning

An Important Step in Preserving Your Legacy As families work on their estate plans and focus on sophisticated tax minimization strategies to...

For Tax Compliance and Planning, Collaboration is Key
For Tax Compliance and Planning, Collaboration is Key

8 Tips to Ensure High Net Worth Investors Get the Most Out of This Tax Season It’s that time of year again when high net worth clients and their...

Creating or Revising Your Estate Plan
Creating or Revising Your Estate Plan

Know How to Spot What’s Missing from Your Estate Plan and What Can be Improved Maybe you’re thinking for the first time about what your estate...

Don’t Feel Taxed this Holiday Season
Don’t Feel Taxed this Holiday Season

As we roll back the clocks and look forward to the holiday season, it’s important to give some thought to year-end financial planning to be sure...

Securing Your Family Legacy
Securing Your Family Legacy

A Smart Approach to Passing on the Family Foundation There are always stark differences between parents and their children. These differences are...

Equifax Data Was Breached–Now What?
Equifax Data Was Breached–Now What?

What You Need to Know–and Do–to Keep Your Information Safe Even in a world where information is more accessible than ever before, it remains...

Liquidity Planning for the Family Business
Liquidity Planning for the Family Business

3 Key Considerations When Preparing to Sell the Family Business If you’ve owned and managed a business for any number of years, stepping out of...

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