Seven Ways to Become the Best Gift-Giver Ever

The holiday season is the perfect time to show the people in your life how much you care about them, and one of the best ways to do that is by finding just the perfect gift—the kind of gift that is met with genuine joy and appreciation rather than a forced smile and...

Stress Testing to Optimize Wealth Management

Will your financial planning strategies and methods get you the results you want? How do you determine whether your business and wealth planning efforts are “working?” It’s all too common to find wealth plans that aren’t fully aligned with their owners’ goals, which...

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...