Transferring Family Wealth
Create a strategy to safeguard your future, secure your legacy and ensure your family is taken care of for years to come.
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Lifetime Gifts: Is the Window of Opportunity Closing?
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When Is a Family Office Right for Generational Wealth?
What should you consider when exploring how to construct a family office?
Trusts Can Be an Important Tool in Passing on Your Financial Legacy
How do trusts work? And what type is right for your financial goals.
Authentication, Appraisal & Provenance
Learn how to authenticate, appraise, and establish provenance for your artwork to determine its market value and aid in estate settlement.
Want to Build Good Money Behaviors with Your Children? Talk About It
Having transparent money talks with kids can be overwhelming but is vital to building financial fluency.
Avoiding the What Ifs: Creating an Updated Estate Plan
Stress caused by uncertainty is more prevalent than ever. Considering "what if" scenarios can help provide comfort in being prepared.