Why even wealthy families need budgets

If you earn and spend money, you have a budget. Here's how wealthy families can use cash flow to help optimize their finances.

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08.12.2025

How GRATs work

Grantor retained annuity trusts (GRATs) are a type of irrevocable trust that can help manage the tax impact of an IPO, the sale of a business, or a similar event.

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06.16.2025

Navigating the loss of a loved one

Logistics and money management are rarely top of mind when you lose someone, yet you may have to make big financial decisions. This checklist can help you stay organized.

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06.25.2023

Marry your finances

Marriage can be a big move... financially speaking. This checklist helps you stay on top of financial questions and conversations.

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02.11.2023

How to manage the emotional impact of sudden wealth

A sudden influx of money—the kind that comes from an inheritance, settlement, sale of a business, or similar—can come with emotional strings attached.

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06.25.2025

You inherited money—now what?

Many people don't know where to start when it comes to receiving an inheritance. We review taxes, investing, and overall money management.

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12.15.2024

Protect your finances in a divorce

Divorce is emotional. Which is why it’s good to have a team in place looking out for your best interests - in addition to having a good team, this checklist can help.

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06.15.2023

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