News and Updates
How to Gift to Your Children Without Spoiling Them
A common question from families with growing estates is:“We want to reduce the size of our estate by gifting to our kids each year, but how do we do that […]
Thinking About Investing in Private Equity With Friends? Read This First.
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener recently asked: “We want to start investing in […]
Should You Buy a Luxury Vacation Home as an Investment?
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here to get the full conversation. A listener asked: “My spouse wants to buy a […]
Sentimental Value Can Be More Trouble Than It’s Worth
If you’ve watched Yellowstone, you already know the premise: a powerful family owns a sprawling ranch in Montana. The estate’s sentimental value drives them to do just about anything to […]
Can You Inherit Debt? How to Protect Your Family
Inheriting Debt: How to Protect Your Family Imagine this: You’re grieving the loss of a parent, only to discover that their financial troubles didn’t die with them. Suddenly, you’re sorting […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.