I think one of the most critical things I’ve learned in recent years is the importance of learning to live in nuance.

Reflections on finite resources and how best to assign them to our goals and values. 

A few great ways to help invest for and in your kids in a tax-efficient manner.

Incorporating the research of Adam Grant on givers and takers sets our kids up to be successful contributors and collaborators.

A few talking points for guiding a meaningful conversation around generational conflicts of interest.

Is it too soon to be thinking about an estate plan?

The sustaining impact of generosity and how doing good is good for us. 

A three-question framework to better understand your priorities and take steps to make them a reality.

Partners Matthew Davis and Hannah Boundy discuss prompting a conversation with your parents about their estate plans and wishes.

Five tips for discovering a contented retirement. 

As we prepare for continued volatility, we want to share some of our thoughts on the economy to help you weather this current environment.

Practice living your legacy now while you’re still working in preparation for living your financial legacy in retirement.

A recap of our 2022 Family Wealth and Values Conference.

How Monte Carlo testing can help reassure you of your financial plans in the face of higher inflation.

This checklist can help you take one step at a time and prioritize the decisions that need your attention.

Matthew Davis shares his thoughts on providing a fair division of assets when it comes to leaving an inheritance.