Is It Time to Expand Your Investment Strategy?
Women control more wealth than ever before—expected to manage $30 trillion in assets by 2030—yet traditional investing strategies have often been built around models that don’t always align with the unique priorities of women investors.
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.
Why Year-End Tax Planning Matters for Private Wealth Management
As the year winds down, life often feels like a balancing act. Between managing professional responsibilities, family commitments, and personal goals, financial planning can easily slip to the bottom of your priority list. Yet, year-end tax planning is a crucial step in protecting your private wealth and setting the stage for future success.
Business Edge – November 2024
As we enter the post-election period with President Trump’s recent win, market dynamics are likely to shift with the anticipation of new policies.
Protect Your Wealth: De-Risking Strategies Tailored for Women Investors
As a successful woman investor, you’ve worked hard to build your wealth and secure your financial future. With the success you’ve achieved comes the importance of safeguarding your financial future.
Essential Conversations: Discussing Estate Planning with Your Parents
For families with generational wealth, estate planning conversations are essential but often delicate. With the 2026 estate tax exemption sunset on the horizon, addressing these key topics now is essential to preserving your family’s legacy.
