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The holistic wealth viewpoint

Three people greeting one another with man and woman shaking hands.
4 min read
Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
John Lesser Wealth Management
Article May 29, 2018 4 min read
Group of people having a strategy session in an office setting.
5 min read
Managing risk in the rapidly changing Single Family Office: A roundtable discussion
It's a pivotal time for Single Family Offices, with more and more reviewing their structure and operations to minimize risks. In this roundtable discussion, experts share how Single Family Offices are evolving and addressing new risks and risk mitigation strategies.
Mark Blumenthal
Article April 27, 2018 5 min read
Plante Moran Market Perspectives - Three business people discuss graphs on screen in meeting room
4 min read
Market perspectives
Our latest Market perspectives provide timely economic and financial expertise on emerging trends and issues that are top of mind with our clients.
Jim Baird Wealth Management
Article October 12, 2018 4 min read
Opened door with a brass dorr knocker with view of a historic building.
3 min read
Estate planning: Finding opportunity in the new law
For 2018, the estate, gift, and generation skipping transfer tax exemption amounts will be $11,180,000 per individual, compared with an exemption amount of $5,600,000 per individual under the previous law. What should you do now to take advantage of this opportunity?
Alicia Cole Wealth Management
Article March 21, 2018 3 min read

Deep dive: The holistic wealth viewpoint

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