Category: Family Office

Emotional and Social Estate Planning

This is our next blog in a series about how to plan and care for our aging loved ones. In this article we discuss the emotional and social aspects of our capital and the legacy we wish to pass onto future generations. Our clients and their parents have spent most


Strategies for Giving More

In honor of #GivingTuesday and the year-end giving season upon us, here are a few simple, helpful strategies. Create a plan to understand your impact Write a mission statement to focus your giving. Focus on what matters most to you by writing a few sentences about your giving goals. Use


What’s Your High-Net-Worth Personality?

What’s Your High-Net-Worth Personality? Here’s why you need to know As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives. That means you need to work with professionals who connect with you. Who


Estate Planning – Are your Values Present?

As clients near retirement, it is obviously very natural to have changes to their overall estate plan. Clients have spent most of their life accumulating wealth and want to retain as much as possible to pass onto future generations in a tax efficient manner. When one hears estate planning, this


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