Advisory Blog Posts

Prenuptial agreements are legal documents that are signed by couples before marriage to determine how assets will be divided in the event of a divorce or death. For business owners, a prenuptial … [Read more...]

For many business owners, their company is their most valuable asset. But as they approach retirement, they may be faced with the daunting task of selling or transferring ownership of the business. … [Read more...]

For affluent business owners, wealth can be a tool for supporting greater family flourishing and unity. Flourishing is a state of optimal well-being – a family isn’t just going through the motions but … [Read more...]

Mindfulness is the practice of being present in the moment and paying attention to your thoughts, feelings, and surroundings in a non-judgmental way. It has been shown to have numerous benefits for … [Read more...]

Losing your spouse is one of the most difficult experiences a person can go through. It can be emotionally and financially devastating, and it can be difficult to know how to prepare for it. However, … [Read more...]

Flying privately can be amazing. No waiting, no lines, just a quick car ride to the airport and you’re in the air 15 minutes after arriving, enjoying a catered meal. But a plane is a different type of … [Read more...]

Losing a parent is one of the most difficult experiences a person can go through. It can be emotionally devastating and can leave you feeling lost and alone whether your loss is sudden or expected. … [Read more...]

What is a Family Limited Partnership?  A family limited partnership (FLP) is a type of partnership that is often used as a tool for estate planning and wealth management. An FLP is a … [Read more...]