Gifts and Charitable Investing

Planning for a Liquidity Event
Planning for a Liquidity Event

If you are in the enviable position of having years of hard work pay off with an upcoming liquidity event, there is a lot to prepare for before...

Inheritance Planning: 5 Questions to Ask Before Leaving Money to Your Kids
Inheritance Planning: 5 Questions to Ask Before Leaving Money to Your Kids

As a parent, you want the absolute best for your children (and further descendants!), so it is normal to worry how the wealth you pass down will...

Strategies for a Low Interest Rate Environment
Strategies for a Low Interest Rate Environment

The Federal Reserve plans to keep interest rates low until at least 2023, in this article we offer six financial planning strategies that benefit...

Basic Estate Documents Everyone Should Have
Basic Estate Documents Everyone Should Have

Many people hear the words “estate planning” and assume that it is only for people who are married with children, wealthy, and established in...

Responding to the Moment through Philanthropy
Responding to the Moment through Philanthropy

Now, perhaps more than ever, our country faces an unprecedented confluence of challenges that demand the responsiveness of our government, the...

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...

Advice in the Age of Pandemic: Part II
Advice in the Age of Pandemic: Part II

The world is experiencing a public health and economic crisis unlike any other in modern times. We are in uncharted territory. While the COVID-19...

FAQs for the Next Generation: Young Adult Edition
FAQs for the Next Generation: Young Adult Edition

I think my parents are well off. What does that mean for me? At this point in your life, you may have some idea of your family’s wealth from...

How Families Can Engage With Their Philanthropic Strategy
How Families Can Engage With Their Philanthropic Strategy

Philanthropic Families Should Approach Giving as They Do Their Investment Portfolios: Intentionally and Strategically Whether through private...

Why High Net Worth Families Should Use a Multi-Family Office
Why High Net Worth Families Should Use a Multi-Family Office

The Benefits of Adding a Wealth Management Firm to Your Advisory Team Fee-conscious, high net worth families who have a strong estate attorney and...

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