Estate Planning

by Ryan W. Smith There will be a moment within the next few years where wealth transferences between generations will reach its zenith. Opportunities for financial advisors will almost never be better, with more clients …

The Millennial generation first heard themselves referred to as Generation Y when they were children only to have the name changed by the time they grew older. It turns out that many appear to resent …

There are many researchers, companies and industry groups looking at the collision course of the declining numbers of advisors and huge increase in the amount of potential business and asking that same question: Will there …

There will be a moment within the next few years where wealth transference between generations will reach its zenith. Opportunities for financial advisors will almost never be better, with more clients and available assets-under-management (AUM) …

by Ryan W. Smith Accumulation of wealth is an American pastime for many families, one of America’s great accomplishments in world history. In the richest nation in the history of the world, the vast majority …

Financial advisors working with wealthy families certainly have their work cut out for them. Learning how to communicate with wealthy families, specifically the decision-makers in those families, is a skill that can take years to …

Yes and no, because the bad habits, bad decisions, recklessness, greed and laziness that can befall lottery winners can also infect a new generation born into old money if the family’s legacy has not been …

The vast majority of families who have struck gold, so to speak, lose it all within the span of only a few generations. Odd as it may seem, this is not uncommon. The first generations …

by Ryan W. Smith Many successful financial advisors are the focal point of all finance-related questions for their clients and with good reason. Assisting families with retirement and college-expense planning, along with regular investment accounts …