Why Lasting Legacies Require More Than Just Financial Success Ultra-high-net-worth (UHNW) families—those with $30 million or more in investable assets—carry both extraordinary opportunities and unique responsibilities. Managing wealth at this level is not solely about returns; it involves safeguarding family harmony, shaping legacy, and aligning resources with values. In my experience, the following seven priorities … Continued

Estate planning is one of the most important steps an individual can take to ensure that their assets are protected and properly distributed according to their wishes. For some people, appointing a corporate trustee—such as a bank trust department or an independent trust company—can provide significant advantages both during their lifetime and after their death. … Continued

While it is never easy to discuss aging issues with our parents, these conversations are necessary to ensure that our loved ones can live out their final years with as little stress and conflict as possible. Given the complex dynamics between parent and child, it is important to approach the matter delicately as roles begin … Continued

The death of a spouse can be one of the most stressful events you’ll ever experience. Even if it is expected after a long illness and you’ve left nothing unsaid, it can be a time of great sadness and mourning. Unfortunately, for many surviving spouses, the pain can be compounded by the stress of decision … Continued