How The Wealthy Stay Wealthy: A High Net Worth Investing Primer
5 Important Considerations for Preserving and Growing Your Wealth How high net worth individuals come into their wealth is one thing; how they...
Illustrating the Power of a Grantor Retained Annuity Trust
Transfer Wealth to Future Generations While Minimizing Tax Impact When used appropriately, a Grantor Retained Annuity Trust, or GRAT, is a powerful...
What to Look for in an Investment Advisor
Know You’re Working With a Wealth Advisory Firm You Can Trust The world of wealth management is complex, and there are typically several firms...
High Net Worth Divorces Put a Lot at Stake
How to Choose the Best Way to Approach Your Divorce Ending a marriage can be a difficult decision–in part because of the emotions involved coupled...
The Importance of Financial Literacy for the Next Generation
A critical part of wealth planning is involving the next generation Shirtsleeves to shirtsleeves in three generations–or so the saying goes. Believe...
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...
Financial Technology is Changing Wealth Management
How the FinTech Industry is Influencing High Net Worth and Ultra High Net Worth Wealth Management FinTech, the clever portmanteau of financial...
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 plan...
The Charitable Giving Side of a Business IPO or Acquisition
What to Consider to make a Business Change an Opportunity for Giving Suppose you have a low basis concentrated position held more than a year in a...
Is Your Business Going For an IPO or Being Acquired?
Here Are 3 Things You Shouldn’t Ignore If Your Business is Making an IPO or Being Acquired If your business is making an Initial Public Offering...