Estate Planning Success: How to Keep Clients Engaged Estate planning is a crucial step for high-net-worth individuals and their families to ensure their wealth is protected and distributed according to their wishes. However, the complexity and emotional weight of...
The Great Wealth Transfer: A Window of Opportunity There’s a major shift happening in the world of wealth. The Great Wealth Transfer will soon put wives, mothers, sisters, and daughters in control of more resources than ever before. By 2030,...
The Complexities of Estate Planning Estate planning and trust administration can be complex and challenging, especially when considering the assets of high-net-worth clients. There are so many things to consider when addressing your client’s unique needs and...
Ensuring the Family Legacy Continues As parents, we all want what’s best for our children. We work hard to provide them with financial support and prepare them for their future. For children of high-net-worth families, there’s an added layer of education...
Preparing your child to go off to college is an exciting, sometimes overwhelming task. As you work to collect the supplies they’ll need for their Freshman year, do not overlook the important legal documents that every student should have in place before they go off to...
As Thanksgiving and end of year holidays approach, consider taking a few moments of the time you spend with your family this season to discuss your estate plans. American families are growing increasingly geographically distant, so family gatherings during the...
