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Welcome to our newsletters, all of which we hope will help to keep you updated on our latest news and provide you with vital financial tips.

Smart Ways to Build a Moat Around Your Wealth

Smart Ways to Build a Moat Around Your Wealth

Have you taken steps to protect the assets you have worked so hard to build?

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The Billionaire Money Rules

The Billionaire Money Rules

What our research shows about how the self-made Super Rich build their wealth.

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Five Reasons to Make Philanthropy a Family Affair

Five Reasons to Make Philanthropy a Family Affair

Getting your family involved in charitable giving can create a powerful legacy.

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The Road to Longevity: Living to 120 - and Beyond?

The Road to Longevity: Living to 120 - and Beyond?

Medical technology can now identify risk factors in the human body long before they impact your health.

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Wills and Trusts

Wills and Trusts

The foundations of your rock-solid estate plan

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Key Financial Data 2019

Key Financial Data 2019

Nearly all the key items that affect one's personal finances are contained in this card's easy to follow format.

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Three 'Spy Secrets'

Three 'Spy Secrets'

You can use some of the same strategies to prevent criminals from harming you, your family and your company.

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What's Your High Net Worth Personality

What's Your High Net Worth Personality

Did you know that there are nine high-net-worth personality types? 

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Consider a Family Bank

Consider a Family Bank

Family banks are often used by very wealthy families to educate heirs and support their own businesses.

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The Super Rich Stress Test Their Financial Plans

The Super Rich Stress Test Their Financial Plans

Ultra-wealthy individuals and families often “stress test” their financial plans to help make sure the plans will deliver as intended.

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Five Big Mistakes Executors Make - and How to Avoid Them

Five Big Mistakes Executors Make - and How to Avoid Them

Being named the executor of a family member's (or other loved one's) estate is, in many ways, an honor.

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Savvy Negotiating: To Get the Moon, Ask for the Stars

Savvy Negotiating: To Get the Moon, Ask for the Stars

One key way to work toward building serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line. 

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It's Time to Get Serious About Your Happiness

It's Time to Get Serious About Your Happiness

There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized.

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What to Do When Your Doctor Has Bad News

What to Do When Your Doctor Has Bad News

Certainly, none of us ever wants to face a medical crisis. However, it’s quite likely that you or a loved one will someday receive a serious health diagnosis. And when that happens, it’s important to know what to do.

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Top 5 Reasons Your Estate Plan Needs a Corporate Trustee

Top 5 Reasons Your Estate Plan Needs a Corporate Trustee

As you plan for your own and your family's financial future, you may be considering the creation of a trust. If so, you will have to choose a trustee to administer it.

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Smart Ways to Take Control of a Trust

Smart Ways to Take Control of a Trust

Three options for helping ensure that you’re in the driver’s seat when it comes to maximizing your trust’s effectiveness.

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A Common Sense Guide to Heart Health

A Common Sense Guide to Heart Health

We all know how important our health is, but we don’t always make it a top priority. 

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The Importance of Personal Umbrella Policies

The Importance of Personal Umbrella Policies

You have insurance policies on your house and vehicles. But do you have enough coverage, considering your personal wealth?

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The Value of Multigenerational Family Meetings

The Value of Multigenerational Family Meetings

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren.

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Why You Need a 'Business Plan' for Your Family

Why You Need a 'Business Plan' for Your Family

Your family may not be a business, but clearly it can be a good idea to foster it like good business owners do with their companies.

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Five Keys to Surviving a Market Downturn

Five Keys to Surviving a Market Downturn

With the recent market changes, we understand that there can
be questions.

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Sudden Wealth

Sudden Wealth

If a few million dollars—or more—fell into your lap tomorrow, what would you do?

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Elite Wealth Planning

Elite Wealth Planning

What is elite wealth planning, exactly, and why does it have such a powerful impact?

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The Power of Charitable Remainder Trusts

The Power of Charitable Remainder Trusts

A growing number of the affluent want to make a major difference in the world by supporting causes that are deeply meaningful to them.

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Three Questions to Answer Before You Purchase Life Insurance

Three Questions to Answer Before You Purchase Life Insurance

Life insurance is an important tool in many investors’ financial toolkit. But too often, we see people making big—and costly—mistakes.

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Estate Planning: Don't Forget Your Pet!

Estate Planning: Don't Forget Your Pet!

Have you taken any steps to ensure the family dog, cat, horse or other animal will be well taken care of if it outlives you?

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Work Smarter - Not Harder!

Work Smarter - Not Harder!

Reclaim your time and energy to live your best life.

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Four Ways the Super Rich Manage Their Wealth

Four Ways the Super Rich Manage Their Wealth

Most investors are well-aware of how important it is to grow and protect wealth. But are they really taking the optimal steps to make all that happen?

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How Playing the Long Game Could Help Build Wealth and Success

How Playing the Long Game Could Help Build Wealth and Success

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.

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The Super Rich's Three Big Fears - and How They Work to Overcome Them

The Super Rich's Three Big Fears - and How They Work to Overcome Them

Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears.

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Here's Why You May Need to Update Your Estate Plan

Here's Why You May Need to Update Your Estate Plan

Far too many estate plans today are several years old—and therefore may not reflect important changes in tax laws and other developments. 

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Charitable Giving, the Tax-Wise Way

Charitable Giving, the Tax-Wise Way

Chances are, you use some of your wealth to support favorite causes or organizations that are important to you.

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Don't Leap Before You Look!

Don't Leap Before You Look!

When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward.Trouble is, rapid action can often result in adverse outcomes.

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How to Help Parents - and Yourself - Live Better at 80, 90 and Beyond

How to Help Parents - and Yourself - Live Better at 80, 90 and Beyond

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years.

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The Importance of Family Governance

The Importance of Family Governance

Discover how to create a formal plan that can potentially help you avoid watching your family’s wealth diminish over time.

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The Four Types of Financial Advisors

The Four Types of Financial Advisors

We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times.

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