How The Wealthy Navigate Stormy Weather

The past few years reminded all of us that financial markets not only don’t always go up—a lesson we all likely know—but also that they can go down in surprising ways. We don’t know the next curveball the markets will throw our way or when it will happen. But history suggests that at some point […]

Shield Your Wealth With Asset Protection Strategies

If you’re a high-income professional or entrepreneur—or if you simply have a substantial net worth—you probably realize that in today’s litigious culture, you could be an attractive target for unfounded or frivolous lawsuits. But what have you done to actually reduce the risk of losing your wealth if you get sued? In our experience, far […]

Is Your Pet Part of Your Estate Plan?

More U.S. households today own pets than ever before—a full 70%, up from 56% back in the late 1980s. And more than 23 million households (about one in five) adopted a pet during the pandemic. If you’re a part of that large group—made up of roughly 90 million families—you probably consider your pet an important […]


Estate planning—the process for how you transfer your wealth to heirs and others—can be important for anyone who wants comfort knowing that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets as you see fit, and to minimize […]


While most people would agree that having money is better than not having money, wealth itself doesn’t guarantee a smooth, happy or successful path. That can be particularly true among those who inherit family wealth. Affluent parents and grandparents often worry about the potential negative impacts of giving significant wealth to their kids. Meanwhile, inheritors […]

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 need to regularly assess whether the financial […]

Buy Experiences, Not Stuff. Here’s Why.

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being.  But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending habits don’t spark joy.  The […]