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....
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...
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...
One of the more interesting ways that some wealthy families are addressing certain financial needs and concerns is through the use of private trust companies. Private trust companies can offer benefits to select wealthy families.Some reasons to consider a private...
If you’re not careful, you could end up leaving your family with a massive estate tax bill – without the liquidity to pay it. To avoid that outcome, elite wealth managers are increasingly looking to a type of financed life insurance that can be especially...
