How AI Is Changing Fraud and What It Means for Aging Wealth Holders
The Evolving Threat Landscape: How AI is Changing Fraud It often begins with a phone call. The voice sounds familiar, the story urgent, and the…
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…
Webinar: High Performers – Sustaining Success
José speaks from the perspective of a high-profile client and how he has found success both on and off the field.
Webinar: Life Insurance as an Estate Planning Tool
A roundtable discussion on how insurance can be utilized as a valuable asset for estate planning purposes.
Webinar: Income & Estate Tax Implications Under The Biden-Harris Administration
A forward looking discussion on potential impacts and policies of the newly elected Biden-Harris administration.
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…
Coordinating Your Client’s Property and Casualty Insurance with Trust Planning
Different options are available, but all parties must be in sync… Patrick Gillotti | via WealthManagement.com Estate planning tools and property & casualty (P&C) coverages…