Insights

Checklist of Best Strategies to Consider—and Pitfalls to Avoid— After Your Family Experiences A Significant Wealth Event

Financial Planning  |   November 21, 2018  |  
Russ Norwood

First generation wealth creators have many new opportunities, but along with new wealth comes many responsibilities and challenges. For many families, a financial windfall can be life-changing— an opportunity to take their lifestyle up a notch and create a legacy for future generations. Unfortunately, American families don’t have a great track record in that regard. […]

4 Ways to Plan for a Liquidity Event

Financial Planning  |   November 13, 2018  |  
Russ Norwood

Most successful business owners like you reach a critical juncture where you need to plan for the transitioning of your wealth from your business to a personal investment strategy to ensure its continued growth and preservation. Selling your business is the culmination of years of hard work and sacrifice. It should not be met with […]

Conversations Clients Want The Most – Estate Planning

Financial Planning  |   September 25, 2018  |  
Mike Sanders

Situation: Estate Planning in the New Tax Environment One of the most valuable financial planning topics for high net worth individuals is estate planning. Establishing an estate plan can significantly preserve wealth, improve flexibility, and maintain control over what you leave to your heirs and to charity. With Congress passing the Tax Cuts and Jobs […]