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Wealth Insights

Charitable giving tips for the holiday season

Each year around this time, our team sees an uptick in requests from clients who are looking to make a charitable gift before the end of the year.

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A low client to staff ratio is key to our high touch service

We don’t boast about many things at Waldron – it’s simply not part of our personality. But if we had to choose one facet of our firm that’s deserving of praise, it would be our diversely talented staff.

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Eric Vogt, Certified Financial Planner
Team Member Spotlight: Eric Vogt, CFP®

Each member of the Waldron team leverages his or her own specific areas of expertise and experience to help our clients achieve what’s important in their lives.

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Memorable Customer Service training event recap

Waldron recently hosted a professional education event at the Duquesne Club: Memorable Customer Service, presented by Valori Borland, Director of Culture Transformation for the Ritz-Carlton Leadership Center.  Attending were business leaders from the region, representing firms such as Burns and Scalo, Flexjet, Pittsburgh Symphony, Larrimor’s and McKinney Properties, as well as the entire firm of Waldron Private Wealth. Here are the highlights from what was a very informative, engaging event.

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Recap of our 2016 presidential election professional education event: A view from the hill

Last week, Waldron Private Wealth hosted a professional education event at the Duquesne Club focused on the 2016 Presidential, Senate and House elections, and the potential tax and estate planning impact they may have.

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Waldron seminar on cash flow management and long term goals at Pittsburgh Community Services – event recap

On October 6, 2016, we sent three of our top financial advisors to North Oakland to conduct a customized seminar focused on cash flow management and long term goals for the clients and staff of Pittsburgh Community Services, Inc.

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The value of valuation discounts, part 2 – Planning opportunities after the new regulations have been enacted

It is not uncommon for families to use family controlled business entities, such as partnerships or limited liability companies, to make gifts using valuation discounts.  

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The value of valuation discounts, part 1 – Never higher for owners of family businesses

For decades, high net worth families have been structuring family controlled business entities as partnerships and corporations in order to take advantage of valuation discounts for estate planning purposes.

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Bridging the GAP to work with you, part 2: The GAP Process

In my last post, I painted a picture of the typical Waldron client – the challenges they are often facing and the integrated services they need. In this installment, I want to focus on how we approach entering into new client engagements.

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Bridging the GAP to work with you, part 1: Who is our ideal client?

When I started our company over 20 years ago, I never in my wildest dreams thought we would be positioned where we are today. 

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