Blog
Featured Blogs
It’s Time to Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels
Finding Advisors Who Are Truly Client-Centric
It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason: After all, you’re probably more
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
All Blogs
A Wealth Planning Process For Pursuing Success On Purpose
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles
Finding Advisors Who Are Truly Client-Centric
It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason: After all, you’re probably more
Do You Know Your High-Net-Worth Personality?
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and
Financial Planning for a Special Needs Child
Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the hurdles can look
A Wall Around Your Wealth: The Importance of Asset Protection
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak
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
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
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
What is Wealth Planning, Really?
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur
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
Managing Your Health In a Post-COVID-19 World
Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are
The Surprising Power of Connectedness
It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier
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
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
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
Here’s Why You Need a ‘Business Plan’ for Your Family
When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have
Virtual Experiences We Think You’ll Love
When COVID-19 first hit, closures and lockdowns made virtual resources the only way to see certain sites—drawing in viewers to virtual zoo tours and the
“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