As trillions change hands between generations, families are being asked a new question: how do we pass down values, not just assets? Doug Greenberg explores how spouses and heirs can take a confident, purpose-driven approach to giving, and why timing matters more than size when it comes to legacy.
Growth is exciting, but without the right financial structure, it often leads to stress, blind spots, and a growing sense of losing control.
Everything looks like it’s working, until it isn’t. For founders, rapid business growth often hides critical financial blind spots. This post explores how overconfidence, lack of planning, and misaligned strategies can put your personal and family wealth at risk, and what to do about it.
Selling your business is a major milestone. But for many founders, the story doesn’t end there. Without updating your estate plan to reflect the sale, your financial success could outgrow your legacy. This blog explains how to bridge that gap.
You can have the best tax advisor, estate attorney, and investment manager, but if they’re not working from the same playbook, your wealth strategy suffers. This article breaks down four key risks of fragmented planning and what it means to have a true financial conductor guiding the big picture.
Even with all the talk of recession and global uncertainty, key economic indicators are pointing in a surprisingly positive direction. From fewer defaults to a booming AI sector, discover why investors should be paying attention to the quiet strength behind the headlines.