News and Updates
Family Office Strategy: Outsourcing vs. Hiring for Long-Term Growth
When you’re in the early stages of building out a family office, it’s tempting to move quickly. But one of the most common questions I hear is whether starting with […]
A Neurosurgeon Navigating Rising Wealth and Rising Risk
I recently heard from a neurosurgeon with roughly nine to ten million dollars spread across investments, retirement accounts, and ownership in a medical practice. As earning power has increased, so […]
How Doctors Can Reduce Taxes While Saving for Retirement
This article is based on a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. “We’re both doctors with a high combined income—how can we […]
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