How Alternative Investments Can Strengthen Your Portfolio

For decades, high-net-worth investors have relied on a core portfolio of stocks, bonds, and cash to build and preserve wealth. These traditional investments remain essential, but as market conditions evolve, many investors are seeking ways to enhance diversification, reduce volatility, and unlock new growth opportunities.
Succession Planning for Business Owners

Succession planning is more than just preparing for the future of your business—it’s about preserving your legacy and transforming years of hard work into lasting wealth for your family.
Unlock Modern Asset Protection

Traditional irrevocable trusts offered asset protection but often came with limitations—such as loss of control and restricted access to funds. Modern self-settled trusts overcome these barriers, offering physicians both protection and financial flexibility.
Are You Asking the Right Questions About Your Wealth?

At Finley Davis Financial, we’ve noticed a trend: many high-net-worth individuals don’t ask the right questions about their wealth. Standard wealth management often covers the basics but misses critical topics that safeguard futures and preserve legacies. In today’s fast-changing financial world, skipping these discussions can expose families to unnecessary risks.
The Power of Women Shaping Wealth and Real Estate in 2025

The investment world is changing as high-net-worth women lead in luxury real estate. These women are reshaping wealth management. For them, investing goes beyond returns. It’s about aligning wealth with values and lifestyle. Understanding their motivations offers insights into the future of wealth management.
The Psychology Behind Wealth Management

The start of a new year is often a time for reflection and renewal. For high-net-worth individuals (HNWIs), it’s also an opportunity to reassess financial goals, fine-tune investment strategies, and ensure that their wealth is aligned with their vision for the future.
Business/Edge: January 2025

Reflecting on 2024 / Looking Ahead to 2025
We reflect on a year shaped by resilience, uncertainty, and innovation. Market trends highlighted economic recovery amidst global challenges, rising adoption of transformative technologies like AI, and shifting policy landscapes.
Business/Edge: December 2024

This December, markets are buzzing with shifts that could significantly impact your business, from strong equity performance to anticipated interest rate cuts and evolving global trade policies.
Is Your Business and Wealth Protected? Year-End Strategies for Asset Protection

While celebrating successes is important, as the year draws to a close, this is the perfect time to ask a critical question: Is your wealth truly protected?