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 polite thanks.
Private foundations are an excellent way for affluent individuals and families to use their wealth to create good in the world through philanthropy.
It’s all too common to find wealth plans that aren’t fully aligned with their owners’ goals, which can lead to disappointing long-term results. A business stress test can help you understand where you are, and what adjustments need to be made to get you where you want to go.
Here’s a closer look at one philanthropic tool that many charitably minded people and families use; charitable remainder trusts.
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?
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.
Investing involves risk including loss of principal.
Securities and financial planning offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC