Our Blog
Dec
4
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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
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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
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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
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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
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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
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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
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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...
Aug
28
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When to Say Goodbye: Evaluating Your Financial Advisor Relationship
Over the years, you’ve placed your money, financial dreams, and aspirations in the hands of financial professionals. Like any pivotal relationship, the bond with your...
Aug
21
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Your Money, Your Choice: Financial Advisor or an Experienced Wealth Manager in Nashville?
As a successful individual who has accumulated wealth, the question isn’t whether you need professional guidance to grow and preserve your wealth. It’s about choosing...
Aug
17
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Five Big In-Retirement Money Mistakes—and How To Avoid Them
Chances are, planning for retirement is one of the most important steps—series of steps, really—that you’ll undertake in your life. Unfortunately, we don’t always put...
Jul
31
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The Future of Wealth Management: The Virtual Family Office Phenomenon
There are many options that affluent individuals and their families can consider for accumulating, managing, and preserving wealth. One popular option that has been gaining...
Jul
27
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It’s Time To Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels...
