Estate Planning After Divorce The divorce is final. You want to relax and take a deep breath. You want your fresh start to begin, finally. But before you close the chapter and put the divorce in the rearview, check one final thing: your estate plan. You may discover...
Retirement Wealth Management Tips If you are a high net worth individual over the age of 55 and are preparing to retire, it is important that you take steps to protect your wealth. Retirement can be a challenging time, both financially and emotionally. You need to...
What to Look for in the Right Wealth Management Group High net worth individuals balance many financial responsibilities. From continuing to generate revenue in their careers while managing expenses to managing and protecting their portfolios, there are numerous...
High Net Worth Divorce: What to Expect If you are a high-net-worth individual going through a divorce, it’s important to be aware of what to expect. Your divorce will likely include more factors that affect the outcome than people in lower tax brackets due to...
