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The legal industry is experiencing significant shifts, with many partners contemplating lateral moves in search of better alignment with their professional goals and personal values. While the allure of a new firm can be strong, it’s essential to approach such transitions with a comprehensive understanding of the potential financial, reputational, and emotional implications involved. Financial Considerations: Beyond the Salary At first glance, a lateral move might look like a simple numbers gam

Experienced investors understand the value of diversification and appreciate the importance of spreading risk globally, across equities, fixed income, real estate and beyond. For affluent U.S. investors, an additional layer of strategic diversification has gained importance, jurisdictional diversification. This approach involves placing assets under the legal and regulatory frameworks of more than one country, rather than concentrating all wealth within the U.S. financial system. It not only ad

For many collectors, assembling an art collection is a journey fueled by passion, intellect, and a deep appreciation for beauty and history. It reflects your unique taste and often becomes intertwined with your personal story and legacy. But as with other significant assets, the question eventually arises: how do you thoughtfully pass this collection – and the legacy it represents – to the next generation without inadvertently creating friction among your loved ones? As advisors deeply involved

In Episode 2, Wealthspire financial advisors Gail Harris and Oliver Pursche join Mike Delgass as they discuss the crucial aspects of selling a business.

Growing up, I had the privilege of knowing one of my grandparents, Grandpa Louis. He lived with us during the last two years of his life. He had all the time in the world for me, teaching me patience, sharing his passion for politics, and emphasizing the importance of doing every task with care. My relationship with Grandpa Louis was different from the one I had with my parents, and that experience has shaped my perspective. As a financial advisor, I’ve seen firsthand how grandparents can influ