3 Ways To Safeguard The Care Of Your Pets If You Pass Away

For many people, their pets are members of their families. Because of this, you may be interested to learn about three ways to ensure the care and welfare of your pets when you can no longer care for them yourself.

Why Ultra-Wealthy Families Use Private Trust Companies

The benefits of using a private trust company that works solely for your family may be significant particularly if you own multiple businesses and complex wealth transfer concerns. It enables the family to put all the trust assets together in one structure.

Helping The Ultra-Wealthy Establish Family Dynasties

As families grow, the value of the assets they control has to increase to maintain buying power. As the number of family members multiplies and there are more branches in the family tree, this becomes a greater issue.

What Many Wealthy Families Get Wrong About ‘Great’ Wealth Managers

What sets great wealth managers apart from the merely good ones is not common knowledge. Here's what you need to know if you're considering "upgrading" your manager.

Why Entrepreneurs and Professionals Should Review Their Retirement Plans Now

Defined benefit plans can be key in helping to reduce their taxes while building significant retirement wealth, but choosing the right one is critical to avoid leaving money on the table.

Why Many of America’s Ultra-Wealthy are Moving Away from Traditional Wealth Managers

Family offices and the emergence of virtual family offices are offering elite-level services that were once limited to the wealthiest tier of the population, and now at greater value.

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