Subscribe to our newsletter. Get the latest insights and news delivered to your inbox.

Blog

The 7 Self Development Lessons You Never Learned in School

There are lessons which are often overlooked in traditional education but offer a comprehensive approach to self-development. These lessons teach confidence building, relationship building, positive social choices, resilience, energy management, and holistic life...

Insurance: Could You Have Too Much of a Good Thing?

Insurance plays a crucial role in a comprehensive wealth plan, but it's possible that you may have life insurance that is no longer necessary. Life changes, like divorce or children becoming financially independent, can reduce the need for insurance. Changes in tax...

Managing Family Business Conflicts for Long-Term Success

Conflicts are prevalent within wealthy and ultra wealthy families, especially in family enterprises. These conflicts often have deep roots in personal history and emotions, extending beyond business matters. The intersection of personal lives and business dealings...

Here’s Why You May Need to Update Your Estate Plan

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to...

Developments over the Past Month

October ’23 Market Recap: In a part of the year, in which the market tends to witness some seasonal weakness, the S&P notched its first negative three-month performance since 2020. The S&P 500 was down -2.10%. This has been a stressful few months for...

Comprehensive Estate Planning and Considerations

 A Guide to Navigate Life's Changes and Secure Your Legacy It's crucial to regularly reassess your preferences for the distribution of your assets to your heirs upon your passing. Life events such as marriage, divorce, the birth of children, changes in financial...

Lessons From the Super Rich

When wealth gets passed down to younger generations, it can create significant stress and challenges—for both the people gifting the wealth and the inheritors. The good news: There’s a lot that everyone involved in family wealth transfer can do to navigate the...

Four Guidelines the Super Rich Live By

The self-made Super Rich, individuals with a net worth of $500 million or more earned through their work and entrepreneurship, exhibit consistent behaviors that lead to extreme wealth creation. They set ambitious goals, excel in street-smart networking, and are adept...

­­Developments over the Past Month­­

September ’23 Market Recap: As the weakest seasonal period for equities historically, September is doing what September does. The S&P 500 was down -4.8%. This was a stressful quarter for investors with few places to hide amidst the market pullback that weighed on...

Should You Have a Family Bank?

When family matriarchs and patriarchs are formally set up to effectively loan money to their heirs for important purposes like education and entrepreneurship, they can potentially create stronger family legacies—as well as generate new wealth. Discover the advantages...

It May Be Time To Give Your Wealth Plan a Stress Test

One of the best plans to take from the financial playbook of the Super Rich—those with a net worth of $500 million or more—is to work with professionals to help manage your financial and lifestyle concerns. But, as the Super Rich know, you can’t stop there. We also...

­­Developments over the Past Month­­

August ‘23 Market Recap: The S&P 500 reversed course in August, -1.6% after jumping 10% in June-July on a total return basis. Higher rates, more positioning risk and seasonality were likely headwinds to equities, despite solid macro data and earning. Breadth...

Three Fears That Keep the Super Rich Up at Night

Key Takeaways: Concierge medicine is increasingly available to help address key health concerns.A combination of financial and personal solutions may help families deal with internal conflicts.Financial and physical protective measures can potentially help safeguard...

Entrepreneurs Should Consider Mastermind Groups. Here’s Why.

As an entrepreneur, the journey to success can often be a lonely one. The weight of building and growing your business falls on your shoulders, and sometimes it's challenging to find someone who truly understands the intricacies of your journey. That's where...

Building a Strong Foundation for Your Future

Discover strategic savings and investment approaches tailored to your unique circumstances, from emergency funds to retirement planning, employer benefits, college savings, and more. Whether you're an investor, business owner, or a parent looking to plan for their...

Five Big Asset Protection Planning Mistakes—and How To Avoid Them

If you have substantial assets, you may be a target for frivolous lawsuits. That’s why it’s so important to consider asset protection strategies that can create barriers to protect your wealth. Asset protection planning employs legally accepted concepts and...

­­Developments over the Past Month­­

July ‘23 Market Recap: The S&P 500 gained 3.2% in July on a total return basis, the fifth month of gains and the ninth straight positive July. Less favorable seasonality in late summer has investors cautious, but lately, it appears that the path of least...

Want Your Kids to Thrive? Focus on Connection

Connectedness, as pioneered by Dr. Ned Hallowell, goes beyond individual success, and includes a sense of belonging and purpose beyond oneself. It fosters social and emotional well-being, collaboration and teamwork skills, a sense of purpose, networking opportunities,...

Essential Preparations for Founder-Like Business Owners

Financial, mental, and emotional readiness is a crucial aspect of preparing for an exit event, particularly for founder-like business owners who have a deep personal attachment to their businesses. Business owners often need to evaluate the true net proceeds from a...