Family wealth is about more than money. It’s about aspirations, expectations, values, and legacies. It can be an emotional topic, bringing out the best in some and the worst in others. And when wealth transfers hands, discord and conflict can irrupt in even the closest of families. An estimated $30 trillion will change hands over...

Our youngest client is a 13-year old teenage boy who is saving and investing money earned from a lawn mowing business. His mother and a friend brought in their homeschooled children to us to complete an economic unit on investing. While the students came to our office to learn, it’s the mothers that drove them...