Do You Know Your High Net Worth Personality?
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you…
Financial Planning for a Special Needs Child
Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the hurdles can…
Transferring Values—Not Just Wealth—to Your Heirs
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with…
A Wall Around Your Wealth: The Importance of Asset Protection
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can…
Finding the Right Wealth Manager for You
It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or her. Even…
Big Wealth Mistakes the Super Rich Don’t Make
No one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the self-made…
Feeling Philanthropic? A Charitable Planning Primer
Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to…
What Is Wealth Planning, Really?
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as…
“We, the Family”: The Benefits of a Family Constitution
Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it…
