Embracing the need for digital transformation of asset management for families & individuals.

As we rang in 2020, few could have predicted the upheaval and chaos that would soon erupt throughout the world. Many of us are feeling the effects of prolonged fear over our own health and that of those close to us. Not to mention the stress of economic uncertainty. There are some, however, who believe that within this crisis are unprecedented opportunities to uplevel the way we live, interact with each other, and do business. In order to do so, we must build what our partners at Red Five refer to as “community resiliency,” which they contend is based on five core pillars.                       Mindset: as mentioned above, there are many innovators with the forward-thinking perspective needed to create the “new normal” we would like to see in the world. Skills: The speed and innovation with which people and…

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Managing generational wealth – are you prepared?

We all love that family heirloom we inherited or the second home we finally purchased after decades of hard work. But physical assets are not just symbols of beauty or achievement. For many individuals and families, they serve as protection from loss during financial crises or frivolous lawsuits. Empower yourself with digital asset management software. Physical assets can also help grow your wealth. Just ask any savvy art collector who knows the perfect time to buy or sell a particular painting or sculpture. Real estate investments can do your work for you, bringing in regular income while you are busy running your company, dreaming up your next enterprise, or simply relaxing with your family. Finally, they are also an excellent way to preserve wealth for future generations. This has historically been a challenge for wealthy and middle class families…

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