WealthScapes is your go-to resource for sophisticated wealth management strategies tailored to high-net-worth families. Our blog provides guidance on preserving and growing multi-generational wealth while addressing the unique challenges faced by affluent individuals and families. Key areas of focus include comprehensive financial planning, estate and legacy planning, asset protection, investment strategies including alternative investments, business succession and family governance.
Transitioning from earning a paycheck to relying on your savings can feel overwhelming. As financial professionals, we help clients navigate this shift by developing strategies that turn the wealth they’ve accumulated into reliable retirement income.
Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches, many of our clients have come to us over the years with the same question—should I buy a vacation home or just continue to rent?
For families with college-bound students. the financial realities of higher education require thoughtful consideration.
Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name.
The following ten surprising facts about Social Security reveal critical insights that may be able to enhance your retirement strategy.
As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs.
As we enter the holiday season, now is a great time to think about your giving strategy and your contributions to the charitable organizations and causes you care most about.
One of our primary goals is to help our clients create a financial strategy and protect their wealth. In today’s digital age, identity theft threatens your finances, so it’s crucial to understand the risks and take proactive measures.
We are in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, “How might what happens on November 5 impact my finances?”
During your prime earning years, it may be a good idea to consider updating your estate strategy to ensure that it reflects your wishes. From time to time, we see families make potentially expensive missteps.
Whether you’re newly married, starting a family, or nearing retirement, an estate strategy may be on your mind. We have helped clients craft legacy strategies for their families, and want to share our experience to help you navigate some missteps we have seen others make.
Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.’” And normally, we would agree. But the phrase “This time it’s different” may apply to what’s happened in financial markets in recent years.
There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect yourself.
If you are serious about retirement, it’s not simply about how much money you have; it’s about how all your assets work together to fund the lifestyle you envision and other personal financial considerations, such as leaving a legacy and preparing for healthcare costs.