Wealth Management, Finance & Investing Blog

Filters
emergency evacuation

Important Documents to Prepare in the Event of an Evacuation

Natural disasters are unpredictable, and evacuation notices can sometimes come so quickly that it leaves us little time to prepare ...

empowering athlete families finance

Empowering Athlete Families During the Early Years

The early years of a successful athlete’s career are a thrilling time for both the athlete and their families. Change ...

estate planning top law firm partners

Estate Planning Considerations for Top Law Firm Partners

For many partners at top law firms, their earnings represent the first time in that person’s family history that such ...

capital accounts big law partners

Understanding Capital Accounts and Draw Accounts: A Guide for Newly Elected Big Law Partners

As you embark on this exciting new chapter in your legal career, it is essential to familiarize yourself with the ...

financial planning medical

Navigating Healthcare Plans: A Guide for New Law Firm Partners

As you embark on this exciting chapter of your legal career, it’s crucial to make informed decisions regarding your healthcare ...

lifestyle creep

3 Tips to Help Junior Partners Avoid Lifestyle Creep

Lifestyle creep, or lifestyle inflation – when expenses rapidly rise to match newfound income – ensnares countless newly minted partners. ...

charitable giving

Charitable Giving for the High-Net-Worth Individual

Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, ...

pet estate planning

6 Estate Planning Tips for Pet Owners

For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our ...

private equity

Transfer Planning for PE Partners Using a “Carried Interest” Option

As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...

integrated business plan

Why Business Owners Need an Integrated Business Plan to Manage Their Finances

Business owners spend years building their business into something that not only represents their passion and interests, but also is ...

ocio benefits

4 Benefits of Hiring an OCIO

What Can an OCIO Help With? While hiring an Outsourced Chief Investment Officer (OCIO) may seem like it has a ...

financial monthly activities

Financial Check-Ups: Monthly Activities to Help You on Your Financial Journey

As you continue on through what has hopefully been an exciting start to the year, it’s important to check in ...

12316 Next