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.
3 Lifestyle Changes for Clients Who Are New to Wealth
In some cases, families have remained wealthy for generations and have successfully been able to transfer their assets to children and grandchildren, who then carry the torch.
Ultra-Wealthy Families Make Big Money Mistakes Too
Many ultra-high-net-worth individuals and families take great pains to surround themselves with top-tier registered investment advisors, certified public accountants, tax attorneys and other advisors that range from prominent art dealers to high-end insurance agents.
I’m an Advisor to Wealthy Families: 7 Little Changes That’ll Make Your Money Last for Generations
You may have heard of the third-generation curse, which causes 90% of wealthy families to lose their money by the third generation. But some individuals manage to deplete their wealth even sooner, especially if they came into a lot of money quickly.
Avoidable Mistakes For The Suddenly Wealthy
It’s not unusual for Joe Farren and his team of financial experts to occasionally come across clients who have suddenly inherited a windfall and are not equipped to manage the influx of money.
Getting a bead on wealthy clients’ spending habits — and why it matters
It's a dilemma almost every high net worth financial advisor has faced — being blindsided by a client's big-ticket purchase so large that it limits their investable funds.
Shipping Billionaires Race To Invest Pandemic-Era Fortunes
Many of the fortunes forged during the pandemic have long since crumbled. Yet a $95 billion boom among a small group of wealthy shipping tycoons has prevailed, spurring a mad dash to invest and diversify even as they face a comeuppance.