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Wealth Insights

The Tax Proposal & You

On Thursday, the House Ways and Means Chairman, Kevin Brady, ended months of speculation by releasing H.R. 1, the “Tax Cuts and Jobs Act,” detailed tax legislation that is the first step in possibly reshaping the country’s tax code. The bill is all-inclusive, including changes to everything from individual and business tax rates to the tax benefits of home ownership to 529 plans to the future of the estate tax [...]

November 9, 2017

The Right Way To Manage Wealth

This article addresses important questions for the owners of substantial private wealth: What is the right way to manage wealth? What mistakes do most families make? How can families avoid those mistakes? The management of private wealth should be based on a process that: Begins with a strategic plan from which long-term […]

May 31, 2016

Wealthy But Illiquid

The combination of risk concentration and lack of liquidity poses significant challenges for wealth management, and for the preservation of wealth. If you are the owner of a private company, a top officer, director or major shareholder in public company, a principal in a private equity, hedge fund or real estate investment firm, you could […]

February 14, 2016

Estate Planning Questions and Issues to Ponder

This article explores some key estate planning issues that arise in nearly every discussion about estate planning. If couples arrive in their attorney's office having already thought about these issues, estate planning discussions will go more smoothly and couples will feel more confident in their decisions.

February 9, 2016

The Business of Wealth Management

This article describes important decisions we made in structuring our wealth management practice. Our purpose is to explain the decisions we made in our business and how they affect our clients. Much of what is covered here relates to the many conflicts of interest in the wealth management business and how we decided to address […]

December 1, 2014

Your Spouse: Family CEO-In-Waiting

Do you have a sound plan for managing your family’s financial situation if the spouse who is in charge of those issues must suddenly assume that role? If you are like most couples, one spouse tends to take the lead in managing the family’s financial life. That spouse handles most of the discussions with financial […]

August 1, 2010