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Private Jets are on the minds of all successful people. The time savings, security, convenience and prestige appeal to the everyone. However private aviation is so much more. It can be complicated and it’s definitely expensive.
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It is a common saying that wealth in families is built and lost in three generations. However, this “shirtsleeves to shirtsleeves” phenomenon is on the minds of most wealthy families.There is constant demand for advice from
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Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We talk about the issues of older age on decision-making and how that affects an individual’s retirement. We go through data on
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For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring for digital protection. Advice on the defense against social media attacks, the selling of information on
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Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of noise challenge our long-held conventional wisdoms. Many investors are at a loss as to how to save and
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Conservation Easements with MICHAEL ENGELHART With Joe Biden’s recent initiative to conserve nearly a third of US land by 2030, conservations easements have come back into the headlines. According to the NCED Database, a
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International and Cross-Border Planning have been a major issues for high net worth clients for as long as there have been borders. It’s an enormous topic. Jobs, new family situations and geopolitics often send people
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The world of property and casualty insurance is undergoing a significant business model change- Emerging risks to HNW clients include the impacts of COVID and climate change to their businesses and assets. Additionally, there are
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Welcome back to the 99th episode of the “Wealth Actually” Podcast . . . (We’re recording right before Christmas and I’d like give a special thanks to Matthew Passy who helps me sound good and make the trains run
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The College Admission season is in full swing and it brings it usual stresses. However in the world of intergenerational planning, it’s a unique opportunity for families to discuss their core values and the development of their
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GRIFFIN BRIDGERS wears two hats – estate planning attorney, and content creator. He is a partner with the law firm of HUTCHINS & ASSOCIATES in Denver, Colorado, and also is piloting a fledgling media venture
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The LGBTQ+ community has always been an important part of American fabric. But it’s only in last two decades that society, the law and the financial services industry have started to catch up to the community’s unique
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For many wealthy families, concentrated liquid investment positions present special types of issues. More often than not, a diversification plan for a position that has been built up over decades, is relegated to a 5 minute
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Divorce in the Ultra-High Net Worth Space is a little bit different. Gates, Bezos, Kardashian . . . You don’t have to look too far into the headlines to see how important this space has become for wealth families. While
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“Shirtsleeves to shirtsleeves in three generations” is as old as commerce itself. Family enterprises rarely make it beyond three generations for many reasons. Today, we hear the story of the Grossman family from BEN
