Top Estate Planning Mistakes Families Make — And How To Avoid Them
Estate planning is essential for families who want to secure financial stability and build generational wealth. However, potential pitfalls can undermine even the best-laid plans.
Do You Really Know Your UNHW Clients’ Spending Rate?
For financial advisors working with ultra-high-net-worth (UHNW) clients, understanding spending patterns is vital to crafting a well-rounded financial strategy. However, accurately assessing spending rates is often overlooked in financial planning, regardless of whether the focus is on long-term investments, estate planning or liquidity management.
Aquilance Hires Chief Revenue Officer From Morningstar
The personal financial administration firm has been building out its C-Suite with an eye toward growth and bringing the technology down-market.
Advisors Holistic Planning Promises Going Unfulfilled, Aquilance CEO Says
Aquilance CEO John Carey discusses the disconnect between what advisors claim to offer their HNW clients, what these clients expect, and the financial planning support they actually receive. It's an issue Aquilance us uniquely built to solve.
Aquilance recognized as winner for second year in a row by Family Wealth Report for “Best BillPay Solution”
Aquilance, a leading provider of financial administration services for high-net-worth families, individuals, and family offices, continues to gain recognition for its proprietary technology and white glove service. This year, the firm is proud to announce that it has once again been selected as a winner in the ‘Billpay’ category at the Annual Family Wealth Report Awards. Aquilance was also named a winner for Best Billpay Solution in 2023.
How Creating Financial Order Gives UHNW Clients A “Single Point Of Truth”
After rises to interest rates and other changes to the financial landscape, ultra-wealthy individuals and family offices must rethink how they invest and spend. They need to look at the whole “balance sheet.”
Aquilance has been named a winner in the tenth annual Family Wealth Report Awards for Best BillPay Solution
Aquilance, a leading provider of financial administration services for high-net-worth families, individuals, and family offices, has been selected as a winner in the 'Bill Pay' category at the Tenth Annual Family Wealth Report Awards 2023 program.
Now Announcing:
My Accountant Rebrands to Aquilance
At My Accountant, we have been a leading provider of financial and administrative services for high-net-worth families, individuals, and family offices. Today, we are proud…
A Team-Based Approach to the Financial Health of Athletes
Some estimates indicate as many as 50–80% of retired professional athletes go bankrupt within five years of retiring. The statistics vary somewhat, and they depend…
Family Financial Conferences
Nearly every family has one person who manages most of the financial chores and activities. In our experience that person is often considered the family…
- 1
- 2