Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

Several years ago, I was retained by an affluent family to help them with their long-term planning. We started the engagement with a day-long “discovery” session for the extended family at the ...

High-Net-Worth Families Seeking Meaningful Legacy Need Strategic Vision, Not Just Wealth Management Traditional ...

George Nichols III, currently the 10th President and CEO of The American College of Financial Services, has thought a lot about the meaning of wealth during his impressive career. In addition to ...

At Orion Ascent, Dr. Daniel Crosby, chief behavioral officer at Orion, shares insights on why financial success alone doesn’t guarantee happiness. Drawing from his new book, The Soul of Wealth, Crosby ...

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and more well-known registered investment advisor firms to help connect you with ...

The most recent issue of Barclays Wealth Insights reinforces the notion that, first, wealth and happiness don’t always go together, and second, wealth and generosity don’t either. Barclays’ survey of ...

Ultra-wealthy families establish single-family offices for several reasons. Topping the list is greater control over their financial and personal lives. Because of the level of control and the ability ...