Using Charitable Remainder Trusts

Today I want to share the power of charitable remainder trusts or CRT A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. With that in mind, here’s a closer look at one...

Three Questions To Answer Before Purchasing Life Insurance

Today I would like to share three questions you should answer before you purchase life insurance: Question #1 – Why might I need life insurance? Question #2 – How much life insurance do I need? Question #3 – How should I pay for my life insurance? First, why do I need...

The Value of Outsourcing in Multifamily Offices

A multifamily office is a firm that uses both internal and external resources to deliver comprehensive services to the select groups of wealthy individuals and families it serves. The multifamily office model enables a firm to deliver value to its clients by focusing...