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.
May 27, 2021
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.
April 22, 2021
Domestic Payroll: Independent Contractors Versus Employees
Labor departments are more and more frequently questioning the claim that someoneregularly doing work in the home of another is an independent contractor, rather than an employee. There are very few cases where people who work in someone else’s home are not employees.
November 23, 2021
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.
January 30, 2021
Beyond Wealth Transition: Role Transition
From WE Family Offices, by Maria Elena Lagomasino and Michael Zeuner In our experience working with wealthy families, it is not uncommon to find a…
May 16, 2019
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…
December 7, 2018
Are Newborns at Risk of Identity Theft?
You are probably aware of the risks of someone stealing your Social Security number, etc. and stealing your identity to commit fraud. But what about…
October 2, 2018
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…
September 28, 2018
The future of money | Neha Narula
What happens when the way we buy, sell and pay for things changes, perhaps even removing the need for banks or currency exchange bureaus? That's the…
September 14, 2018
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…
August 15, 2018