Our Blog
Jan
29
2024
The Super-Rich Approach to Legal Battles: A Guide to Smart Strategies
Key takeaways in this article include: If you face a lawsuit, reviewing your situation thoroughly is crucial. Consider different possible outcomes and how they might...
Jan
16
2024
Estate Planning for Pet Owners: Protecting Your Furry Friends
More U.S. households today own pets than ever, a full 70%, up from 56% in the late 1980s. And more than 23 million households (about...
Jan
8
2024
A Check-up for Your Wealth Plan
One of the best plans to take from the financial playbook of the Super Rich – those with a net worth of $500 million or...
Dec
28
2023
Shield Your Wealth with Asset Protection Strategies
It’s unfortunate that we live in an era of baseless or frivolous lawsuits, especially if you are a high-income professional, entrepreneur, or someone who has...
Dec
18
2023
Is Your Estate Plan Outdated? Signs It’s Time to Revise
When was the last time you took a close look at your estate plan? It’s not uncommon for even the most well-thought-out estate plans to...
Dec
4
2023
Tackling the Complexities of Family Wealth Dynamics
Having substantial wealth does not guarantee an easy, joy-filled financial journey. This rings especially true for those who come into family wealth via inheritance. Wealthy...
Oct
23
2023
Nashville Wealth Management: The Power of the Virtual Family Office
The rise of virtual family office (VFO) solutions in Nashville is an exciting development sure to make a big difference for high-net-worth families and individuals. ...
Oct
16
2023
Here’s Why You May Need to Update Your Estate Plan
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their...
Oct
9
2023
Endowment-Style Investing Strategies for The Affluent
An emerging trend in elite wealth management services attracting much attention is endowment-style investing. Many successful families and individuals are adopting this investment strategy. While...
Sep
25
2023
Hire a Nashville, TN, Financial Advisor as Your Personal CFO
Successfully managing your financial affairs can become more complicated as your wealth increases. Whether you’re an entrepreneur, a successful executive, a business owner, or someone...
Sep
18
2023
It May Be Time To Give Your Wealth Plan a Stress Test
One of the best plans to take from the financial playbook of the Super Rich—those with a net worth of $500 million or more—is to...
Sep
11
2023
Financial Security: How To Retire Without Regrets
As a wealth manager in Nashville, I regularly meet with individuals and couples planning their retirements. Two of the more frequently asked questions are, “Have...