Generational Wealth: 7 Reasons Boomers Aren’t Leaving Their Kids as Much as Expected
High-net-worth individuals from Warren Buffett and Bill Gates to Mark Zuckerburg have publicly stated they don’t plan to leave an inheritance to their children.
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…
Webinar: Top Security Risks for Families
Ken Eyler, CEO of Aquilance, will chair a panel discussion with Jason James of Regents & Park, and Joe Andrews of RosettiStar, both top thought leaders in the security, investigation, and protection space, who will recommend best practices to safeguard wealthy families from security risks.
Webinar: The Key to Successful Wealth Transfer Across Multiple Generations
Please join us for an in-depth conversation with Shawn Barberis and Lori Coonen of MTM360 as they discuss the fundamentals to successful multi-generational wealth transfers.
Webinar: Property & Casualty Insurance
Together, along our own CEO Ken Eyler, Joe & Jay discuss best practices from a Property & Casualty perspective.