What is Legacy Planning & Why is it Important?
Legacy is a multifaceted word that likely conjures up different reactions depending on who you ask. The Oxford Dictionary defines it as either:
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,...
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...
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...
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...
Charitable Giving Through a Donor Advised Fund
Benefits, Risks and Getting Started with this Flexible Charitable Option for High Net Worth Investors High net worth investors have the ability to...
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...