Selling Your Business

An individual or family is considered an “ultra-high net worth” client if they have investable assets of $10 million or more. The distinction between a “high net worth” client and an “ultra-high net worth” client is important because once a client has investable assets of $10 million or higher, their financial planning needs change and expand.

Investor Education: Family Governance – Know Your Why

By Dr. Richard Orlando What is the technology you are using to make the most important family wealth decisions that impact your legacy? This is the second part in the series on legacy planning. During the first part of the series, I defined what legacy planning is and what it is not and what I shared was that legacy planning isn’t …