When many of our clients begin the process of buying or selling a business, we find that they are both excited and apprehensive about the impact the transaction will have on their financial life.
You may have read about the controversy over the Department of Labor’s (DOL) fiduciary rule that was released back in April.
Many investors don’t consider taxes when they are constructing their portfolios, but they can be one of the biggest drags on investment returns.
When I founded Waldron Private Wealth in 1995, I knew that the key to creating a great client experience was to employ the best team possible.
When it comes preserving wealth for multiple generations, and successfully transferring wealth to heirs, we find that there are three common challenges families face: implementing an estate plan, discussing wealth with children and preparing those children to handle their inherited wealth.
Since our founding in 1995, Waldron Private Wealth has been a boutique wealth management firm providing concierge service to a select group of individuals, families and family offices.
Picture this: You’re currently approaching your target retirement age and have accrued a sizable nest egg. You’d like to purchase a vacation home to use as a retreat during your later years, and you’re comfortable with the plans you have in place for your post-work life. It’s time to retire, right?
Transparency goes a long way toward establishing a strong working relationship, and for those looking for a secure financial future, trust is of the utmost importance.
Establishing lines of communication between generations within wealthy families has never been more important, especially as it relates to succession plans for a family business or inheritance structures. So we organized a town hall event focused on making these discussions less daunting and more effective.
The Waldron Private Wealth team is excited to start a conversation today in a brand new space: our Wealth Insights blog.
