A financial windfall can change someone’s future overnight—but it can also lead to costly mistakes if important decisions are rushed.
Forbes Council Insights
Roth Conversions, Timing And Preserving Generational Wealth
Many investors view Roth conversions as a tax-saving tactic, paying taxes today to avoid larger tax liabilities later. For high-net-worth (HNW) families, however, they can…
As Markets Shift, Here’s What You Should Know About Investing In
Some investors see alternative investments as a badge of sophistication. Others dismiss them as complicated, illiquid products meant for endowments, not families. I view them as another tool in the investing tool kit.
Tactful Ways To Manage Scope Creep With Demanding Finance Clients
In the world of finance projects—where accuracy, compliance and tight budgets are nonnegotiable—scope creep can easily turn a well-defined engagement into a resource drain. When scope creep happens, project requirements begin to expand beyond the original agreement, often through a series of small, incremental changes that were not formally approved.
Giving With Purpose: Strategic Philanthropy For High-Net-Worth Families
As we enter the season of family gatherings and giving, now is an opportune time to discuss the face of philanthropy.
The Hidden Psychology Of Passing Down Wealth: Navigating Emotional Challenges Across Generations
Some inheritances arrive as checks in the mail. Others come with the weight of one generation’s dreams and fears. Over the next two decades, an estimated $84 trillion will change hands in the United States—a once-in-history transfer of assets from baby boomers to millennials.