The holistic wealth viewpoint

Does your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.

What is a “capable” investor? And why is it so much better than being an “average” one? Here are six traits of capable investors as they work toward creating and protecting wealth.

While we don’t like to think about life's uncertainties, creating a plan that uses a trust and a power of attorney can protect your loved ones and assets. Here are some of the pros and cons of each.

For many high-net-worth families, philanthropy is an important part of their legacy. However, involving the next generation can come with challenges. To successfully involve your children in family philanthropy, consider these ideas.