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 significant often don’t spend enough time on passing along the values that helped them build, grow and maintain that wealth. The resulting “values vacuum” can potentially cause some big problems when

2022-02-04T19:51:52+00:00February 4th, 2022|Family, Financial Planning, Wealth|

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 then, it may be tough to discern whether you’re getting the advice and solutions you truly need in order to maximize and protect your personal wealth in accordance with your goals

2021-12-02T16:20:15+00:00December 2nd, 2021|Financial Planning, Professional Advisors, Wealth|

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 business. These extremely wealthy individuals

2021-11-01T20:57:58+00:00November 1st, 2021|Asset Protection, Wealth|

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 do well financially by doing good for others in need? If so, you’ve got plenty of company. One top financial issue we hear about from today’s individuals and families is charitable

2021-11-18T20:07:46+00:00October 6th, 2021|Philanthropy, Wealth|

Working with the Right Advisor

These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals. There are a number of reasons for this. But one main culprit is that, overall, there are a relatively small number of financial advisors we would describe as extremely

2021-11-18T20:24:39+00:00July 13th, 2021|Financial Planning, Investments, Wealth|

“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 family members. What’s more, as wealthy families grow and expand over time, one

2021-11-18T20:31:15+00:00March 2nd, 2021|Family, Wealth|

Choosing an Executor for Your Estate

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be

The Importance of Personal Umbrella Policies

What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damage of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury?

2020-10-22T20:17:00+00:00July 14th, 2020|Asset Protection, Family, Insurance, Wealth|

Three Questions to Answer Before You Purchase Life Insurance

Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy-the money that the insurance company pays out in the event of the insured’s death. But navigating the life insurance landscape can be tricky-and

2021-11-18T21:00:19+00:00July 14th, 2020|Family, Financial Planning, Insurance, Tax Planning, Wealth|

Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s key stumbling blocks are no longer in their paths. That said, an inheritance doesn’t automatically mean a worry-free life of ease. Inheriting wealth can actually

2021-11-18T21:01:24+00:00July 13th, 2020|Asset Protection, Family, Wealth|
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