Category: Media Coverage

How to Prepare Your Kids and Grandkids for Managing Generational Wealth

Based on our experiences, affluent and high-net-worth families often walk a fine line when it comes to planning their estate. While they may want to pass their assets on to their children and grandchildren to provide them with a measure of financial security, they don’t want to give them so much money that kids and […]

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5 Big Financial Stories from 2016

With 2016 safely in the rearview mirror, now is a good time to look back on some of the big financial events of last year. Here are 5 of the biggest financial stories of 2016: 1. The stock market’s roller-coaster ride — With the Dow Jones Industrial Average hovering near the 20,000 mark, most people […]

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