Most people coast into December like it’s a free glide path — but high-net-worth households know this month is where strategic decisions really pay dividends later. In this post, CFP® Antwone Harris shares the five year-end areas he personally reviews with clients before the calendar flips.
Passing down wealth isn’t just about age or tax strategy—it’s about readiness. Inheriting assets is a deeply emotional and strategic transition, and mishandling it can lead to dependency, conflict, or loss. This blog explores five key signs your children are ready to inherit—and how to prepare them if they’re not.
Passing down wealth without financial wisdom can do more harm than good. In fact, 70% of wealthy families lose their wealth by the second generation—often due to a lack of education, not economics. This blog covers 12 essential topics every high-net-worth family should teach their heirs to preserve wealth and legacy for generations.
If you're a high-net-worth professional, estate planning isn’t just smart—it’s essential. From tax law changes to family dynamics, a well-designed estate strategy protects your wealth and prepares the next generation. This blog breaks down 7 strategic moves to help you create a legacy that lasts.
Wealth in 2025 isn’t just about growth—it’s about protecting, preserving, and preparing it for generational transfer in a rapidly evolving world. Family offices that integrate AI and blockchain are gaining a strategic edge, with smarter portfolio management, predictive tax planning, and secure, transparent transactions. This blog explores how technology is reshaping legacy planning for ultra-high-net-worth families—blending tradition with innovation to build truly resilient wealth.
From reading stock pages at college parties to managing portfolios for high-net-worth clients, my passion for the market has never faded. These four classic investing books shaped how I think about building and protecting wealth—and they offer timeless insights for anyone serious about long-term financial success.