News and Updates

September 17, 2025

Due Diligence for Private REITs in Senior Living

“We’ve been pitched a few opportunities to invest in senior living communities through a private REIT. Between aging demographics and rising care needs it seems like a strong trend. What […]

September 16, 2025

When a Will Isn’t Enough: Trusts for Wealthy Families

One of the common things I hear from families goes something like this:“When my parents passed, it was a mess. We don’t want our kids to go through the same […]

September 11, 2025

Deferred Comp Payouts: Lump Sum or Spread It Out?

My company offers a deferred compensation plan where I can choose distribution at retirement or spread payments out over five, 10, or even 15 years. I’m worried about locking myself […]

September 9, 2025

Is One Bank Enough for High Net Worth Families?

We’ve kept all of our cash and investment accounts at one major bank for years. It makes life easier. But now that our balances are larger, I’ve started to wonder […]

September 4, 2025

Crypto as Learning Capital: Teaching Smart Risk-Taking to Young Investors

“We regularly gift to our 23-year-old daughter, and she recently asked if she could invest $50,000 of her account in crypto. We want to encourage her interest in investing and […]

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