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Wealth Insights

What’s the right amount of money to give your children?

It is one of the single most asked questions, as we work with our clients to pass wealth on to their next generation. 

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Team Member Spotlight: Andrew De Silva

Each member of the diversely talented team at Waldron leverages his or her own specific areas of expertise and experience to help our clients achieve their long term goals.

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The value of an integrated, big picture perspective of your wealth

Our firm was built from an accounting perspective, so our wealth management counsel doesn’t focus exclusively on investment management, but rather, we view investments as part of a client’s complete financial picture.

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Teach a child to fish, and you will both reap the benefits

There is an old saying that states “teach a man to fish, and you will feed him for a lifetime.”

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When children get control: Life after UTMA

Your child has just turned 21, and it is time to celebrate.

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Big purchase decisions that extend beyond the price paid

Larger “lifestyle” purchases typically come with a myriad decisions beyond determining, “What should I be paying for this?”

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Preparing for a successful transfer of wealth

Most of us have heard the saying “Shirt sleeves to shirt sleeves in three generations.”

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Kevin Searfoss, Certified Financial Planner, Certified Divorce Financial Analyst
Team Member Spotlight: Kevin Searfoss, CFP®, CDFA

Each member of the diversely talented team at Waldron leverages his or her own specific areas of expertise and experience to help our clients achieve their long term goals.

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How and when to talk with your kids about family wealth – event recap

On February 23rd, Waldron hosted a Family Legacy Event at the Hotel Monaco, focused on addressing the sensitive issues parents face when talking to their children about family wealth.

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Beacon 1: Designed for collaboration, creativity and concentration

While providing a comprehensive forecast for the construction progress of Beacon 1 is somewhat of a challenge, given all of the moving parts, I can say with confidence that our new building remains a baseball’s throw away from our current offices at 1150 Old Pond Road.

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#25

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