Making the Right Choice Between Charitable Gift Annuities and Charitable Remainder Trusts
For many ultra-high net worth families, giving to charity is an important component of the overall family wealth strategy. Many people regularly make...
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...
Engaging the Next Generation in Charitable Giving
A common hope that many parents have is for their children to make a positive impact in society, whether it be within their own community or abroad....
Personal Financial Management Should be Learned From a Young Age
Why Teaching Financial Responsibility to Children and Teens Can Pay Dividends in Adulthood In the United States, many children and young adults move...
You’ve Successfully Managed Your Wealth–What Happens Next?
Multi-Generational Wealth Planning for a Secure Family Legacy The first generation of wealthy families can face an array of new challenges when...
How to Account for Digital Assets in Your Estate Plan
6 Tips for Helping High Net Worth Clients with Digital Asset Estate Planning Tangible items like bank and investment accounts, a home, valuable...
Make Your Estate Plan Work for You
How to Get the Most Out of Your New or Updated Estate Plan For many people (especially those with prudent financial planners!) estate planning...
6 Common Estate Planning Mistakes Made by High-Net-Worth Families
High Net Worth Estate Planning Tips for Successful Wealth Preservation Securing your future through a professionally and thoughtfully executed estate...