Insights

Making Estate Planning Your Own

Financial Planning, Retirement Planning, Wealth Management  |   July 17, 2019  |  
Chris Creed

Estate Planning for those you love can dramatically alter the course of your family for generations. A good estate plan is profoundly human in its touch points, reflecting the dynamics and needs of the people you love and the causes you cherish.

How to Plan for the Intentional Use of Wealth

Asset Management, Trends, Wealth Management  |   January 24, 2019  |  
Mike Sanders

It is critical for families with legacy ambitions to have a well-conceived plan anchored by a strong vision of what they want to have happen. A strong vision incorporates the family’s values, its mission or purpose, its unique abilities, traditions and the principles that will guide future decisions.

Cybersecurity and Privacy: Practical Tips for People with Substantial Wealth

General, Wealth Management  |   January 23, 2019  |  
Mike Sanders

“Trusting the wrong people” is said to be the greatest vulnerability of high net-worth people who rely on household staff, consultants, business associates, and advisors just to get through the day.