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.
José speaks from the perspective of a high-profile client and how he has found success both on and off the field.
A roundtable discussion on how insurance can be utilized as a valuable asset for estate planning purposes.
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.
A forward looking discussion on potential impacts and policies of the newly elected Biden-Harris administration.
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…
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…
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…
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…
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…
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…