Knowledge Bank

Five Reasons to Make Philanthropy a Family Affair
Getting your family involved in charitable giving can create a powerful legacy

Wills and Trusts
The foundations of your rock-solid estate plan

Use Planned Giving to Help Make Your Dent in the Universe

Want to Avoid Gift and Estate Taxes?
Get to know GRATs

The Super Rich Stress Test Their Financial Plans— and So Should You!

Want to Promote Family Entrepreneurship? Consider a Family Bank

Five Big Mistakes Executors Make— and How to Avoid Them

A Benefit Plan That Can Really Benefit Business Owners

Peace, Love and Understanding: Help Your Heirs See Eye-to-Eye About Family Wealth

It’s Time to Get Serious About Your Happiness

PUBLICATIONS

Thinking Slow When Life’s Changing Fast

If you’re going through a transition in your life chances are your money is in transition as well. This short book is designed to help you navigate life transitions when wisdom can be hard to come by.

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The Obvious Solution Custom-designed Financial Peace of Mind

Are you one of the 78% of people not satisfied with your financial advisor but don’t know why? The Obvious Solution walks you through why that is and explains our process of delivering Wealth Management.

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Avoid the Noise Five Key Concepts for Financial Success

Do you know what you should be expecting from a true wealth manager? Download our resource guide to learn more about the first element of wealth management—investment consulting.

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Financial Well-Being: A Rx for Physicians

Successful physicians and their families can benefit tremendously from working with a true wealth manager, who can provide not just personalized investment and advice.

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