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Finding the Right Wealth Manager for You

Key Takeaways: A wealth manager must be scrupulously honest.Technical expertise must be demonstrated.Does the wealth manager have experience working with people like you? It can be quite a task to evaluate the expertise and experience of a wealth manager before you...

The Many Benefits of Building a Family Brand

KEY TAKEAWAYS You can define what your family stands for and cares about—or you can allow the world to do it.When families are clear and intentional about their values, they can potentially become more connected and even more financially successful.Culture, language...

The Wealthy Want The Same Advantages Single-Family Offices Can Deliver

“Single-family offices are proving to be the preferred way the super-rich (net worth = US $500 million or more) optimize their financial and personal lives. The power of the family office model has become well recognized by wealthy individuals and families that are...

Can Asset Protection Strategies Help Shield Your Wealth?

KEY TAKEAWAYS Asset protection planning seeks to stop lawsuits from happening in the first place by making it hard for creditors to get at wealth. Transparency is crucial to effective asset protection planning. A multipronged approach with plenty of flexibility can...

Succession Planning for Family Businesses

KEY TAKEAWAYS Effective succession planning results in a technically successful transfer of the family business and mitigates family dissent.Issues of taxes, leadership competency and family relationships should be factors in a succession plan.Agreements and plans...

What Is Wealth Planning, Really?

KEY TAKEAWAYS Wealth planning looks beyond the basics of investments to examine your larger financial picture.Trusts, partnerships and life insurance are three strategies that often are used as part of an overall wealth planning effort.True wealth planning also...

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 Super Rich—a group we define as those with a net worth of $500 million or more that they earned through efforts such as starting...

A Charitable Planning Primer

KEY TAKEAWAYS Charitable planning is philanthropy that reflects a larger financial or estate plan.Charitable giving options range from the basic (wills) to the advanced (private foundations).Getting a second opinion about your current giving strategies can make sense....

Q4 Quarterly Investment Themes Blog

This blog will serve as follow up to our previously released Q3 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook.  Here are the top three things we are covering in this week’s blog: The market...

Do you have what it takes to create significant wealth?

KEY TAKEAWAYS A commitment to achieving great results is crucial.A strong business model must be in place.The right team - including a wealth manager - is essential. As a business owner, you’re probably well aware that entrepreneurship is one of the best ways—perhaps...

How we have moved from Savers to Investors

Where we’ve been When we look at the current economic and market environment and then glance backwards over the last 40 years, we can see we've been in a unique kind of setting when it comes to the economic environment. The early 1980s had high interest rates and high...