I Sold My Business … Now What?

The newly created liquidity from a business sale or IPO typically comes with the same 3 questions. Read our latest blog post on Kiplinger to find out what the questions are and how to navigate them.

Making Estate Planning Your Own

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

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.