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Category Archives: The Informed Dentist

The Super Rich Stress Test Their Financial Plans—and So Should You!

The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both … Continue reading

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Want to Promote Family Entrepreneurship? Consider a Family Bank

A key objective among many single-family offices serving Super Rich families (those with a net worth of at least $500 million) is to enable future generations of family members to build their own wealth and create their own entrepreneurial legacies. … Continue reading

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Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business

Imagine yourself in a vintage tuxedo, sipping a “shaken, not stirred” martini as you make eye contact across the bar with a beautiful secret agent who is about to covertly hand you a dossier with information that will help prevent … Continue reading

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Wills and Trusts

The foundations of your rock-solid estate plan For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition and the like. … Continue reading

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Five Reasons to Make Philanthropy a Family Affair

Getting your family involved in charitable giving can create a powerful legacy A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organizations that are near and dear to their hearts. … Continue reading

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What’s Your High-Net-Worth Personality?

Here’s why you need to know As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives. That means you need to work with … Continue reading

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The Road to Longevity: Living to 120-and Beyond?

Medical technology can now identify risk factors in the human body long before they impact your health A medical revolution is underway—one that’s making it possible for us to extend our lives for decades by stopping now-fatal diseases before they … Continue reading

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Reaching your financial goals can require more than just good investment management, you need to consider systematically addressing your entire range of financial issues.  We show you how. 

 

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