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Konvergent Monthly Commentary – February 2021

At konvergent wealth partners it is important to us that you are well informed about what is happening in the markets.  Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...

“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 also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among...

Five Big Asset Protection Planning Mistakes – and How to Avoid Them

Key Takeaways: Get asset protection strategies in place before you need them.Evaluate and stress-test your various types of liability coverage.Make asset protection efforts part of an overall wealth planning strategy. If you’ve got substantial assets, you may be more...

Five Big Commercial Insurance Mistakes to Avoid in Your Company

Key Takeaways: D&O insurance and EPLI help cover management liability.Cybersecurity insurance is becoming increasingly important.Make sure you've got enough umbrella coverage. Whether you are a seasoned business owner or a new startup entrepreneur, your company...

Konvergent Monthly Commentary – January 2021

Konvergent Monthly Commentary – January 2021

At konvergent wealth partners it is important to us that you are well informed about what’s happening in the markets.  Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...

A Key Ingredient That Makes Good Wealth Managers Great

Key Takeaways Elite wealth planning goes beyond mere technical expertise.The human element is the personal and emotional components of wealth management.Wealth planning should be informed largely by the human element and changes in your personal situation....

Not Wealthy Enough for an Estate Plan? Think Again

Not Wealthy Enough for an Estate Plan? Think Again

Key Takeaways An  estate  plan  needs  great  technical  expertise  and  much attention paid to the human element of planning.When creating an estate plan, start with the end in mind—the outcomes you most want to see happen in...

Monthly Market Commentary – December 2020

Monthly Market Commentary – December 2020

At konvergent wealth partners, it is important to us that you are well informed about what's happening in the markets.  Here are a few of the key topics of conversation that we feel deserve the most attention this month. If you have any questions or would like to...

The Key to Optimizing Your Business

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