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A Bewildering Bequest

Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Cindy Fields
The intent and wording in your will may be totally clear to you as written, but how sure are you of that clarity to heirs with differing interests? This case had to go to the Virginia State Supreme Court to get settled. Make sure your planning is as clear, succinct,...
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Roubini: Cryptocurrencies Are the ‘Mother of All Scams’

Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Cindy Fields
Some would say Bitcoin, Blockchain, and the like, are “bright shiny objects.” They look great until millions are lost. Can your financial plan tolerate the potential of a catastrophic loss in any of its investment assets? Learn more about our way –...
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Google’s Foundation Hopes to Be an Example of Giving for Other Companies

Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Cindy Fields
Does your business have philanthropy as part of its corporate DNA? Let’s discuss your path to giving. Contact us to learn more. “This week’s Business of Giving features Jacquelline Fuller, president of Google.org, the charitable arm of the tech giant....
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How to Avoid Being an Art Fraud Victim

Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Cindy Fields
How sure are you of the authenticity, and value, of your art? Don’t be a victim of poor investments of ANY variety! Contact us to discuss how we can work together to protect your wealth. “Attendees of Expo Chicago, a three-day art fair featuring galleries...
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Aretha Franklin Died Without A Will

Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Cindy Fields
While Michigan law addresses the transfer of assets to Ms. Franklin’s sons, if any issues arise (particularly as they relate to music rights) it could be in probate for YEARS. Another great reason to have the right team working with you on your estate!...
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