Ultra-high-net-worth (UHNW) investors often seek management and advice from family offices. These private advisory groups offer perspective on handling large amounts of wealth, but as that wealth continues to grow, they may adopt a lifestyle management approach....
Parents always want what is best for their child and that desire persists even if something happens to them. Estate planning as a single parent is just as important as estate planning for a married couple. As a single parent, it can be helpful to consider estate...
High importance is often put on passing down our families values, interests, and even our alma maters to our children. How often do we sit down and prepare our financial standing for the well-being of the next generation? Family legacy planning should be a crucial...
