How We Manage Our Money
How I Manage My Money – Michael KarminI’m a pretty cautious person. I have no problem admitting this. In fact, if you know me personally, I imagine you’re smiling and nodding in agreement. I have never possessed...
Solutions
for Multi-Generational Families
Significant wealth comes with opportunities — and challenges.
Managing your family’s generational wealth comes with a host of considerations, challenges, and opportunities. We help you manage this wealth and the family dynamics that come with it. And by doing that, we can help you achieve near-term objectives while working toward a meaningful legacy.
What you can expect
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Advice that is driven by your values
When you first connect with our team, you'll find that we ask a lot of questions and listen more than we speak. Only after we truly understand you and your values do we make recommendations that can support your family's long-term objectives.
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A steady hand for complex matters
With wealth comes complexity — both in terms of financial management and sometimes, family dynamics. We help people navigate complex planning topics and serve as your go-to resource for every financial decision you will encounter.
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A commitment to the next generation
We work to educate and empower your children and grandchildren. Through this approach, we help prepare them for the responsibilities, opportunities, and challenges that are part of managing family wealth.
Our Insights
Throughout the year, we publish articles that share planning opportunities for multi-generational families.
The recording of our webinar on the importance of elder care is now available. Our elders are our teachers, our guides, and our protectors: from an early age, they instill...
Financial Planning
Inheriting an IRA? Know the Withdrawal RulesLosing a loved one can bring not only an emotional burden, but complicated financial responsibilities related to inherited assets. The rules can be complex and not the most user-friendly. If...