Read more about the article 5 Reasons to Love a Complete Portfolio.

5 Reasons to Love a Complete Portfolio.

For many, the term “wealth portfolio” is synonymous with a pile of (uninteresting) documents about stocks, money market funds and other financial instruments that someone else monitors for you. However, trends are increasingly shifting toward principals taking a central role in the management of their estates, both so they can grow their wealth and more effectively educate their heirs on how to preserve it moving forward. Here are some reasons why having a mix of tangible and intangible assets is the key to preserving your wealth and your sanity at the same time. It empowers you.  As mentioned, having a mix of assets allows principals without financial expertise to gain greater knowledge and agency around estate management decisions.  Physical assets are, by their nature, much easier for the layperson to understand and care for. So if you can’t read…

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Read more about the article 5 Simple Changes That Will Make a Big Difference with Your Estate Management

5 Simple Changes That Will Make a Big Difference with Your Estate Management

In some ways, managing one’s estate is a lot like managing anything else life  – some people will be tempted to oversee every detail (i.e. checking in with their household staff several times a day regarding everything from mundane tasks to the preparations for a dinner party), while others may all but abdicate their role as principal and rely too heavily on their financial advisors. (Still others do both!)  The first robs you of valuable time (and likely causes a lot of aggravation for you and those in your employ), and the second robs you of knowledge and therefore agency over your holdings.  The key is to strike a balance that allows you to enjoy your wealth in the now while maintaining and growing it for the future.  If you are already seeing all the moving parts dancing in…

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Read more about the article Real estate firms are using best in class technology to gain an edge on their competition.

Real estate firms are using best in class technology to gain an edge on their competition.

We all know that technology helps us streamline our lives, both personally and professionally. Indeed, it has kept the world spinning during the current pandemic – from Amazon deliveries to Zoom meetings, we have never been more reliant on technology to get our needs met. For people in the real estate industry it truly has the ability to be a game-changer, not only in terms of day-to-day efficiency, but in increasing revenue. As with any marketplace, real estate apps simplify the decision-making process for potential clients.  They can view pictures and specs of a property, or even take a virtual tour, whether they are sitting in their primary home or on a business trip on the other side of the world. This means that the majority of those who do schedule in-person viewings are more serious about buying that…

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