Category: Family Office

Creating a Family Plan for Giving

As families start contemplating a future transfer of wealth and the role giving will play in perpetuating their legacy, establishing a charitable giving plan should be discussed. However, it’s a discussion that should extend beyond meetings with advisors and become part of a larger, ongoing discussion that includes all family


The Evolution of Private Wealth

Overview Growth of Private Wealth and Family Offices A recent Wealth-X study*** highlights the substantial growth in wealth of UHNW individuals (those with greater than $100 million), who are expected to grow in number from around 400,000 currently to over 500,000 by 2027, representing an additional $15 trillion of wealth


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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