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...
Investment Strategies Aren’t Consistent–But Yours Should Be
How to Avoid the Behavior Gap with an Investment Strategy That’s Not Trendy, but Tailored In 10+ years of evaluating investment strategies of all...
The Theories That Drive Active and Passive Investment Strategies
A Comparison of the Efficient Market Hypothesis and the Adaptive Market Hypothesis As our Director of Investments, Emmett Maguire III, mentioned in a
Pursuing Minimized Taxes With Private Placement Life Insurance
How High Net Worth Investors Can Have Their Cake and Eat It Too, with PPLI The increase in the estate exemption to $11.18m in 2018 has many Americans...
Impact Investing Strategies are In High Demand
Why Advisors of High Net Worth Investors Should Pay Attention Impact investing continues to gain popularity among investors seeking opportunities for...