Aug 8, 2019 | Articles, Wealth, What's Cool and Interesting
Have you heard about “investment migration?” Wealthy individuals are legally obtaining passports from multiple countries to hedge their identities and lifestyles in a similar way as they hedge their portfolio. This is a very interesting trend we’re...
Nov 7, 2018 | Articles, Finance, What's Cool and Interesting
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,...
Nov 6, 2018 | Articles, Business, Finance, What's Cool and Interesting
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 –...
Oct 10, 2018 | Articles, Business, Finance, What's Cool and Interesting
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....
Oct 2, 2018 | Articles, Business, Finance, What's Cool and Interesting
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...
Aug 29, 2018 | Articles, Business, Finance, What's Cool and Interesting
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!...
