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Immediate Actions to Take if You Acquire Sudden Wealth

Are you prepared for what to do if you acquire sudden wealth?  Selling your company, benefiting from an IPO, inheriting a large sum of money, winning a lawsuit, or receiving a lump sum from a divorce are all events we call ‘sudden wealth’. Unfortunately, many people are not prepared for the stress sudden wealth brings …

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The Divorce Team You Need To Protect Your High Net Worth

Divorce is a complex process that affects just about every aspect of your life, from financial to emotional, physical to legal. For affluent couples with ultra-high net worth, the complexity is high, and the stakes are even higher. You will be making some of the most difficult and important financial decisions of your life during …

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How to be Fiscally Responsible During Times of Uncertainty

With the current market volatility and economic uncertainty we are facing in our nation currently, many people find themselves stressed about money and their financial situation. During times like these, it’s easy to either lose focus on investing or become hyper focused on investing. Your situation is unique, and there is no one size fits …

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High net worth individuals

The Insurance Policies Every High Net Worth Individual Should Consider

High Net Worth Individuals (HNWI) often have higher risk exposure and more complex insurance requirements. HNWIs are sometimes more prone to legal action from those who seek to gain a profit from their wealth, or in some cases, even targeted because of their wealth.   Unfortunately, HNWIs are often underinsured, as many have obtained first-generation …

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Happy mother with kids

Four Ways to Ensure Your Kids Don’t Grow Up Entitled

Today’s society sends a lot of powerful messages to both kids and parents. One of the most prevalent is, “The more you give your child, the better parent you are.” A lot of times, however, this leads to overindulging children.    In turn, that overindulging leads children to a false sense of entitlement, “I am, …

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Make your wealth last multiple generations

How to Make Sure Your Wealth Lasts for Multiple Generations

You’ve probably heard the numbers; about $68 trillion in U.S. wealth is expected to change hands from older generations to younger generations in the next 25 years. Unfortunately, much of that wealth won’t make it the 3rd generation, the grandchildren. Most of the time, the reasons why the wealth disappears are things like trust and …

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Should you leave your children an inheritance

Should You Leave Your Children an Inheritance?

According to one recent study, around 25 percent of American parents are planning to spend all their money in retirement, and not leave their children an inheritance. Interestingly enough, not leaving an inheritance seems to be somewhat of a trend among the ultra-high net worth these days. Investing guru Warren Buffet, tech titan Bill Gates …

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