Private equity is playing an increasingly large role in the global economy and impacting portfolio construction. Muted mark-to-market volatility and l...
Standard homeowners and umbrella insurance policies do not include coverage for personal injuries such as intentional infliction of emotional distress...
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...
Advantages of a Prenuptual AgreementPrenuptial agreements get a bad rap and carry a mostly negative stigma because they are associated with one spouse...
The season for entertaining is here — Thanksgiving, Christmas, Hanukah, New Year’s Eve, the Super Bowl, all great reasons to get together with family ...
While folks residing on the coasts are keenly aware of the threats that hurricanes can pose in terms of water damage, most families are unaware that t...
An ounce of prevention is worth a pound of cure. -Benjamin FranklinYou’ve seen the news- wildfires are becoming a common occurrence. So much so that t...
In the midst of a growth economy, risk factors are sometimes pushed to the periphery of a company’s focus. It’s no different for family offices. When ...
It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a p...
Increasing demands for data and the up and coming younger generation are impacting the technology needs of family offices. Many family offices are cha...
