Insights
Articles — the questions families actually raise
Writing on planning, taxes, giving, and the decisions that come up between the monthly letters.
107 published · page 1 of 9
Value Creation Family
Over this summer, in addition to camps, graduating from elementary school, recording her first songs on guitar and preparing for her first year of middle school, I asked my daughter Audrey to consult with our firm. She read (and highlighted) the entire Value…
Earn Wealth then Own Wealth
There is a moment that happens “all of a sudden” in the lives of many successful people and by extension, their families. So much happens leading up to this moment but when it arrives it’s as if that successful person, that future client of ours, was never a…
Microfinancing Sustainability
"Get involved. And if it's not with money, then with time. And I just encourage everyone to do something. 'It feels good and it's beneficial to so many people other than you. And I think we need more of that in our world. Find someone in your community or in…
Ultimate Concierge
"It's about trust, access and peace of mind. Whether you are flying private, booking something or just someone you can rely on, we're here to deliver. It's not about how fast you move but who you move with." - Scott Buss, Founder, Advent Jets What you…
Philanthropy as a Service
"Everyone can do it. Everyone can give. Everyone has the capacity to give, whether it be a small amount or a large amount. And every family can look into this even if they are just filling out their Schedule A with charitable contributions. You can still give…
Supporting Our Federal Workforce
Given the recent cuts to the federal government and the fact that a number of our clients are either directly or indirectly employed by federal agencies (or certainly are at least close to someone who is), we wanted to provide some actionable steps and…
Expat Estate Planning
"Make sure you have a trusted adviser who's familiar with the law in both countries who's aware of international Estate Planning and let them know what your your plans are before you purchase any major assets in foreign countries." - Scott Sweitzer,…
Life Insurance and Sustainability
"Action is the antidote. And by antidote, meaning, feeling detached or frustrated with the way things are going. W henever I start to feel frustrated with a situation or with a policy I try to remind myself action is the answer." - Nathan Irons, Founder &…
Family Therapy is Governance
"Talk more. Even it doesn't feel right. Even it feels awkward or that you're overcommunicating. Sharing how you feel is important. Talk about your feelings." - Dr. Shaywana "Dr. Shay" Harris-Pierre, Harris-Pierre Consulting Dr. Shaywanna Harris-Pierce, a…
Strategic Risk Management
"Auto insurance is probably your biggest exposure because a lot of drive cars every day. Often when I look at an auto policy I see two things: the bodily injury liability, make sure it's more than $100,000 per person/$300,000 per accident. It should be at…
Investing in Democracy
"Take the time to consult with your adviser, and make sure you understand what your dollars are doing. Are you invested in a way that aligns with your values and are you exposed to geopolitical risk because you're [accidentally investing in authoritarianism]…
Catherine Schott Murray Estate Planner
"Most time folks have a difficult time beginning the process. I go back to a saying and a phrase and a saying I've had in my mind since the 8th grade: "Begin the begin." Once you begin you're closer to the end then had you not begun at all. And I view the…