Manage Wealth

Protecting Our Assets as We Age

Much has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than ...
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Manage Wealth

The Family Bank: A Strategy for Preserving Wealth

What issue most worries families of means around the world? In our experience, families with significant wealth are focused not only on investment man...
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Manage Wealth

What's All the Fuss about a Fiduciary Standard?

Much has been written in the last couple of years regarding the “fiduciary rule” rekindled by the 2015 announcement by the Department of Labor (DOL) o...
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Manage Wealth

Cybersecurity Breaches

As you've probably already heard in the news, 143 million American consumers' personal information (including names, Social Security numbers, birth da...
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Manage Wealth

Yearend Charitable Giving Tax Planning

As we approach yearend, charitable gift planning becomes more crucial as the deadline for making a current year gift draws near. The year of the gift ...
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Manage Wealth

The Family Mission: What Does It Mean to Be Us?

"What about our family do you value most and hope never changes? " This is one of several questions a family might ask itself as part of a process to...
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Manage Wealth

Real Estate Refresher: Helpful Tax Provisions in California and Beyond

Homeownership has long been touted as a key contributor to personal wealth. Indeed, over time there can be great benefit to investing in real estate a...
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Manage Wealth

Making Withdrawals from IRA Accounts

The purpose of this article is to describe IRA withdrawals for a typical retiree. It is not meant to be a comprehensive review of the subject, or to o...
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Manage Wealth

Family Wealth: Mentoring the next Generation

Famous people often credit mentors with helping them succeed. The terms coach and mentor are often used interchangeably, but the two have different re...
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Manage Wealth

New Retirement Regulations Mirror Long-Standing Clifford Swan Principles

On April 6, 2016, the Department of Labor issued new regulations that affect both retirement investors and advisers and provide for sweeping change wi...
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