Blog

Estate & Giving The holidays are a time for family gatherings and celebrations, often evoking feelings of gratitude, compassion and community spirit. Giving thanks and exchanging gifts with family is a natural inspiration for generosity. But for high-net-worth individuals, the journey of giving extends far beyond the holidays. Philanthropy and charitable giving are key components […]

Retirement & Longevity Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can help ensure your long-term financial confidence. Update your beneficiaries […]

Family & Lifestyle The language used in important documents may need to shift to reflect recent technology and family dynamics. With the advent of new technologies, potential surprises at estate settling time are becoming more common. At-home DNA testing has opened new avenues of family dynamics, uncovered hidden ties and even solved family mysteries. In […]

Technology & Innovation   Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions. The uses for artificial intelligence (AI) are seemingly endless. AI can anticipate the next song we’d like to hear, break down advanced concepts into easy-to-understand terms and help companies operate more efficiently with automated processes. But […]