Blog // Category Archives: financial planning

GivingTuesday is not just about giving money, it is also about designing a Giving Portfolio that balances out the assets under management with the social good you want to achieve.

Legacy plan marketing and advisory services tends to focus on heterosexual, married couples, where the wealth is created by one spouse or inherited. So what does legacy mean for those who do not fit that description? This article explores what a legacy looks like when you don’t have children and you created your own wealth.