What We're Thinking
What’s the Right Age to Bring Kids into the Family Wealth Conversation?
“We want our kids to be financially responsible, but talking about wealth too soon or too often—or both—feels…
Does Your Financial Advisor Have a Working Relationship with Your CPA and Estate Planning Attorney?
Investments, taxes, estate planning, philanthropy, risk management and family governance all play integral roles in preserving and growing…
Market Commentary & Outlook – Q1 2025
Capital Markets Update Volatility in the global capital markets intensified following President Trump’s April 2nd tariff announcement, as…
I’m Thinking of Changing My Financial Advisor. What’s Next?
Financial advisors can play a crucial role in preserving and growing generational wealth. But it’s also true that…
Are My Assets Enough for Retirement and an Inheritance?
For readers who wonder—and worry—if you will have enough money to comfortably retire and be able to leave…
4 Steps to Hiring a CPA and Trust & Estate Attorneys
Choosing the right Certified Public Accountant (CPA) and/or Trust and Estate (T&E) attorney is crucial for high-net-worth families.…
Market Outlook: January 2025—A Fresh Look at the Year Ahead
Please read our important disclosures below. In this special video edition of our Market Outlook, Rob Milmore,…
Market Commentary & Outlook – Q4 2024
Capital Markets Performance U.S. equity markets ended the year with a second consecutive 20% plus annual gain for…