Articles

In today’s fast-paced world, managing bills can be a time-consuming task. Whether you’re balancing a busy professional life, managing a business, or simply looking for a more organized way to handle your finances, hiring a personal bill pay service might be the solution. But before you entrust someone else with such an important responsibility, there are several critical questions you should ask to ensure they’re the right fit for you. 1. How experienced are they? Your first concern should be w

This piece was written in collaboration with Joseph Bragdon, CFA® and Ben Kronish of Financial Architects Partners. Life insurance can serve as a strategic and tax-efficient tool to create liquidity for family estate planning but is often overlooked by high-net-worth families, family offices, and family businesses. Life insurance has the perception of being confusing and lacking transparency as there are a multitude of insurance products and strategies available to sophisticated clientele. The

When it comes to managing substantial wealth, especially across multiple generations, the complexity of financial needs and objectives increases significantly. Ultra-high net worth (UHNW) families often explore various strategies to ensure their wealth is preserved, grown, and transitioned smoothly. Two common structures in this realm are traditional family offices and family office services offered by wealth management firms. Understanding the differences between these can help families make i

New York, November 7, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced today a new partnership with The Ultra-High-Net-Worth Institute (UHNW Institute), a nonprofit elevating the wealth management industry to a new standard so families and their advisors can maintain meaningful relationships from one generation to the next. Through the partnership, Wealthspire Advisors will join The UHNW Institute in promoting valuable education and s

Kadeidra Honey-Brooks joins the team as Senior Vice President, Trusts & Estates New York, July 11, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser, announced today that Kadeidra Honey-Brooks will join the expanding Family Office Services division. This news comes after the March announcement naming Heather Flanagan Director of Family Office Services. Honey-Brooks will support family office and UHNW clients and their advisors across the firm. “As