Thought Leader Series

Under-Saved and Overconfident: A Glance at the Economy

Over the past 40 years, creating and maintaining financial security has become more of a personal endeavor. Yet, despite record aggregate levels of US wealth, large portions...

Building a More Resilient Custom Home

Recently we sat down with FOX member, Steve DelGiudice, a technical specialist with AIG Private Client Group, to get an understanding of what ultra-high net worth families...

Addressing the Complexities of Communication and Family Learning

Families that have accumulated significant assets want to know how to best prepare the “rising generation” to help them maximize the benefits available to them, while also...

Tips for Family Vacation Home Succession Planning

A family vacation home is meant for families to spend time together, create new memories, and watch their children, grandchildren, and possibly great grandchildren grow. The...

Technology Trends for Family Offices

Danielle Valkner is the US Family Office Leader at PwC and works with a diverse range of family offices advising on finance effectiveness and reporting, process...

An Uptick in IPOs and Private Equity Exits

Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and less short-term scrutiny...

Risks, Benefits and Rewards of Qualified Opportunity Zones and Funds

Qualified Opportunity Zones (QOZs) offer taxable investors the potential for deferral of existing gains and tax-free growth. Though the basic provisions of the tax incentive...

Unique Liability Claim Trends in the Ultra-High Net Worth Market

Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress, slander, and...

What is a Wealth Coach?

As a strategic wealth coach (our term for my role at Ascent) I am often asked, “What does that mean?” I pause, raise my eyebrows, smile, and reply, “I’m a money coach, I help...

Approaching Prenuptial Agreements Positively

Advantages of a Prenuptual Agreement Prenuptial agreements get a bad rap and carry a mostly negative stigma because they are associated with one spouse wanting to protect...