Impact Blogs

Life can be complicated. So can life insurance. We can’t tell you the meaning of existence, but we can help shed some light on the basics of life insurance.
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With significant family wealth, there are many responsibilities and opportunities, and commonly clashing perspectives on how to manage funds. Establishing how the family is governed is an important step in protecting those assets.
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They say we get wiser as we get older, and that may be true. But let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues with memory can mean you—or your elderly parents— might require new types of never-before-needed assistance.
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Whether you’re fabulously wealthy or on a path that you hope will get you there someday, you probably need an estate plan.
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If you have significant wealth and want that wealth to have a positive effect on society, you might want to consider starting a family foundation to engage in high-impact philanthropy. Family foundations are private foundations established by affluent families to support causes they deem to be worthy, as well as to help foster family cohesiveness and instill family values in younger generations.
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If you feel like you spend too much of that time stuck doing things that don’t add value to your life and the lives of the people you care about, you’re not alone. The good news: It’s easier than ever to generate stronger results, both personally and professionally, while actually making less effort.
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Stress testing involves putting a wealth plan through its paces—evaluating and assessing it to see if the strategies being used are likely to achieve a wealthy family’s key financial goals and objectives.
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If you think you know the true financial worth of your company, a formal business valuation might change your mind.
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If you think you know the true financial worth of your company, a formal business valuation might change your mind.
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When seeking to manage wealth effectively and optimally, sourcing experts from multiple areas can be highly beneficial. That’s a lesson we’ve learned from a great number of family offices.
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