When Wealth Outlives the Founder: Redefining Purpose in the Second Generation
As wealth moves to the next generation, purpose often needs to evolve. Explore how families can redefine stewardship beyond the founder.
Designing Wealth Transfer That Supports the Next Generation
For families with significant wealth, the challenge in wealth transfer is not simply moving assets, but balancing structure and flexibility. Explore how thoughtful planning can help support the next generation while preserving long-term family intentions.
2026 Family Office Opportunities: Where Significant-Wealth Families Should Focus Now
A pivotal year is approaching for significant-wealth families. Explore 2026 family office opportunities and how Finley Davis Private Wealth may support long-term planning and investment structure discussions.
Business Edge | Market Outlook Amid Data Delays
The latest Business Edge report explores how business owners can interpret market signals even when official government data is limited. Drawing on insights from the RiskBridge CIO Chartbook, Finley Davis Private Wealth highlights five key indicators shaping the outlook for growth, inflation, liquidity, and corporate earnings as the year comes to a close.
Bridging the Generational Investment Gap
Managing wealth across generations can be challenging. At Finley Davis Private Wealth, we help families bridge the investment gap between preserving legacy and embracing innovation.
The Next Era of Investing: Positioning for Opportunity in a Changing Economy
The world is changing fast. Technology, demographics, and inflation trends may reshape markets. See how Finley Davis helps clients adapt and seek opportunity.
Creating Tax-Alpha: Why After-Tax Return Matters More Than Gross Return
For UHNW families, after-tax return matters more than gross return. See how Tax-Alpha may help preserve wealth across generations.
Recognized Again As Eugene’s Best. What That Means for You.
Finley Davis Private Wealth was voted Best Financial Planning Firm in Eugene. Discover what this recognition means for your wealth and legacy.
Business Edge – Sept 2025
Finley Davis shares the September Business Edge Report with insights on jobs, rates, housing, sectors, and investor sentiment for business owners.
The Generational Shift: Preparing Family Offices for the Great Wealth Transfer
Family offices are built to serve today’s needs, but generational transitions can expose gaps in governance, values, and planning. As the Great Wealth Transfer accelerates, Finley Davis Private Wealth helps families prepare for smooth transitions, align legacy goals, and build structures that evolve across generations.