by Eric Lawton | Dec 11, 2019 | Blog
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... by Eric Lawton | Dec 2, 2019 | Blog
Private foundations are an excellent way for affluent individuals and families to use their wealth to create good in the world through philanthropy. Navigating the world of private foundations—independent legal entities that typically give donors a high degree of... by Eric Lawton | Nov 20, 2019 | Blog
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... by Eric Lawton | Nov 5, 2019 | Blog
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... by Eric Lawton | Nov 5, 2019 | Blog
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... by Eric Lawton | Nov 5, 2019 | Blog
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... 