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.

10 Facts You May Not Know About Social Security

The following ten surprising facts about Social Security reveal critical insights that may be able to enhance your retirement strategy.

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?”

How Much Do You Need to Retire?

May 10, 2024 Retirement Funding

If you are serious about retirement, it’s not simply about how much money you have; it’s about how all your assets work together to fund the lifestyle you envision and other personal financial considerations, such as leaving a legacy and preparing for healthcare costs.