On Course  ARTICLES

Many people wish to pass on the wealth they’ve built to future generations to continue their financial legacy. This can be more challenging than it sounds, but a wealth manager can help guide you past the pitfalls that prevent some families from securing wealth beyond a few generations.

Successful business owners are adept at running and growing their businesses, yet many don’t stop to think about what comes after. While an unexpected exit is possible, for most it’s a thought-out process, and there is immense value in having a purposeful exit planned.

Most people are familiar with traditional means of mitigating tax such as contributions to Roth and traditional IRAs. One underutilized strategy is intentional tax loss harvesting, which refers to realizing a loss on an individual investment and turning it into an asset. Keep reading to learn more about this strategy.

While many people have an idea of what financial success looks like, they often fail to define what it means to them as individuals. To create this benchmark, you must first define what financial success means to you, then engage your wealth management team to be your partner in achieving your goals. Here’s how to start that process.

The sooner you lay a foundation for your retirement strategy, the better prepared you’ll be for your transition into this phase of life. To get started, these 7 considerations can help you today to map out your financial plan based upon your goals and provide you confidence in the answers.

Long-term inflation like we’ve experienced for the past year requires investment strategies to be closely evaluated for both protection and opportunity. As asset values and the price of goods and services increase, and markets fluctuate, high net worth families should consider adjustments that can protect total wealth and take advantage of unique opportunities.