A Family Financial Summit might be a new concept for many of you, so let’s start by defining it before delving into whether or not

There’s growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as “Advisor Alpha,” has

Careful tax planning throughout the year can put more money in your pocket       Tax planning is a vital part of any wealth management strategy,

What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing a luxury yacht across the

Technology has helped to streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to

One of the most significant developments in recent technology is the rise of artificial intelligence (AI). When you ask ChatGPT (a leading AI program) what

When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our lives

Tapping into the rich network of professionals we associate with has many benefits. Having worked with a wide variety of families with a wide variety

The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning.