Professional Advisors

Home|Tag: Professional Advisors

You Need a Cohesive Wealth Management Team

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants-especially the complex ones-can feel like searching

By |2020-11-09T18:12:52+00:00November 9th, 2020|Financial Planning, Professional Advisors|Comments Off on You Need a Cohesive Wealth Management Team

Five Big Mistakes Executors Make…and How to Avoid Them

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set-up to do your job

By |2020-10-22T20:13:08+00:00July 28th, 2020|Asset Protection, Estate Planning, Family|Comments Off on Five Big Mistakes Executors Make…and How to Avoid Them

How to Help Parents and Yourself Live Better at 80, 90 and Beyond

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues with memory can mean you or your elderly parents might require new types of never-before-needed assistance. With that in mind,

By |2020-10-22T20:37:11+00:00July 1st, 2020|Health, Lifestyle, Professional Advisors|Comments Off on How to Help Parents and Yourself Live Better at 80, 90 and Beyond

The Importance of Family Governance

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders the assets it inherits through reckless spending, poor investment decisions and other mistakes. The result: The family ends

By |2020-10-22T20:42:05+00:00June 30th, 2020|Family, Professional Advisors, Wealth|Comments Off on The Importance of Family Governance

The Four Types of Financial Advisors

Which one should you work with? We find that, by and large, people seeking financial advice, know how to look for a financial advisor who has levels of integrity and who wants to do what is in their client’s best interest at all times. But it seems that fewer people pay attention to the orientation

By |2020-10-22T20:43:57+00:00June 24th, 2020|Financial Planning, Investments, Professional Advisors, Wealth|Comments Off on The Four Types of Financial Advisors

The Importance of Stress Testing Your Wealth Strategies

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood that they’ll deliver the results

By |2020-10-22T20:45:07+00:00June 17th, 2020|Insurance, Investments, Professional Advisors, Wealth|Comments Off on The Importance of Stress Testing Your Wealth Strategies

What’s Your High-Net-Worth Personality?

What's Your High-Net-Worth Personality? Here's why you need to know As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives. That means you need to work with professionals who connect with you. Who relate to

By |2020-10-23T14:25:34+00:00March 12th, 2020|Uncategorized|Comments Off on What’s Your High-Net-Worth Personality?

The Super Rich Stress Test Their Financial Plans-and So Should You!

The Super Rich Stress Test Their Financial Plans-and So Should You! The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both state-of-the-art

By |2020-10-23T14:29:03+00:00March 12th, 2020|Uncategorized|Comments Off on The Super Rich Stress Test Their Financial Plans-and So Should You!

Four Ways the Super Rich Manage Their Wealth

Four Ways the Super Rich Manage Their Wealth The self-made Super Rich-people with a net worth of at least $500 million that they built through their own hard work-often possess a treasure trove of knowledge, insights and actionable strategies that the rest of us can adopt in our own lives to enhance

By |2020-10-23T14:34:14+00:00March 12th, 2020|Uncategorized|Comments Off on Four Ways the Super Rich Manage Their Wealth
Go to Top