Blog
When is a Family Office Right for You?
Every family wants to do right by the next generation. High-net-worth families are in an enviable position, but they also face substantial risks. The stakes are high, and legacies are on the line. That’s why the family office has… Read More about When is a Family Office Right for You? >
Published February 7, 2023
How Has COVID Impacted the Insurance Industry?
First things first — no event happens in a vacuum, not even a global event with the scale and impact of the COVID-19 pandemic. If your insurance premiums went up in 2021 compared to 2020, you could perhaps blame… Read More about How Has COVID Impacted the Insurance Industry? >
Published January 31, 2023
HAPPY DISABILITY AWARENESS MONTH — An Introduction to Income Protection Insurance
October is Disability Awareness Month, a time to raise awareness of the vital contributions of Americans with disabilities. Some people are born with disabilities; others become disabled later in life due to injury or illness. For those whose disability… Read More about HAPPY DISABILITY AWARENESS MONTH — An Introduction to Income Protection Insurance >
Published October 28, 2022
Why Do So Many Ultra-High-Net-Worth Individuals Fail at Estate Tax Planning?
The ultra-high-net-worth take justifiable pride in their financial skills. Yet so many wealthy families come to us for advice with their estate planning in a state of disarray. Their estate plan is either outdated, nonexistent, or just completely wrong. … Read More about Why Do So Many Ultra-High-Net-Worth Individuals Fail at Estate Tax Planning? >
Published October 19, 2022
Staying the Course — Ways to help Avoid Portfolio Panic So You Can Weather Volatility
It’s a uncertain time to be in the stock market. This quarter the S&P 500 benchmark index tumbled more than 20% from its for the year peak (CNBC), a widely-accepted indicator of a bear market. The Fed raised interest… Read More about Staying the Course — Ways to help Avoid Portfolio Panic So You Can Weather Volatility >
Published October 5, 2022
Using Life Insurance to Pay Estate Taxes
Many loopholes exist to allow high-net-worth individuals to avoid estate taxes. However, if any portion of your estate is subject to Federal and State estate taxes, your heirs could owe the IRS anywhere from 18% to 40% of the… Read More about Using Life Insurance to Pay Estate Taxes >
Published September 22, 2022
