WealthScapes

WealthScapes is your go-to resource for sophisticated wealth management strategies tailored to high-net-worth families. Our blog provides guidance on preserving and growing multi-generational wealth while addressing the unique challenges faced by affluent individuals and families. Key areas of focus include comprehensive financial planning, estate and legacy planning, asset protection, investment strategies including alternative investments, business succession and family governance.

Year-End Giving Strategies: Maximizing Your Impact

November 5, 2024 Investment Charitable Giving

As we enter the holiday season, now is a great time to think about your giving strategy and your contributions to the charitable organizations and causes you care most about.

The Impact of Elections on the Market and Tax Policy

September 13, 2024 Investment Retirement Funding

We are in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, “How might what happens on November 5 impact my finances?”

Estate Management Pitfalls

August 16, 2024 Investment Estate Planning

During your prime earning years, it may be a good idea to consider updating your estate strategy to ensure that it reflects your wishes. From time to time, we see families make potentially expensive missteps.

Ten Common Estate Strategy Mistakes You Should Avoid

July 11, 2024 Investment Estate Planning

Whether you’re newly married, starting a family, or nearing retirement, an estate strategy may be on your mind. We have helped clients craft legacy strategies for their families, and want to share our experience to help you navigate some missteps we have seen others make.

The Evolving Relationship Between Stocks and Bonds

June 7, 2024 Investment

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.’” And normally, we would agree. But the phrase “This time it’s different” may apply to what’s happened in financial markets in recent years.

Identity Protection Strategies: Are You Doing Enough to Keep Your Information Safe?

May 24, 2024 Investment Identity Theft Identity Protection

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect yourself.