After graduating from college, my brother offered to let me move in with him in downtown Chicago. I immediately said yes, quit my job, and packed up. For a little less than a year, I explored my favorite city in the world, participated in a friend’s monthly poker tournament, and took salsa dancing classes. When
You’ve never felt more like an adult. Your career’s flourishing and your family’s growing. People take you seriously as a professional and a parent. After thinking hard about your future, you’re sure that you’re ready to buy a house. Unfortunately, to take that step, you have to do something you left behind from your childhood:
Many workplaces are unintentionally negating their own staff. How often have you heard someone complain that Millennials are entitled? Or Gen-Xers are lazy? Or that Baby Boomers resist change? For me, I hear it nonstop from clients looking to fix their workplace. The truth is, the biggest issue they are dealing with isn’t the lack
The estate planning market was originally conceived to handle the distribution of assets (mainly real estate) among the descendants of deceased rich people. There were two objectives to this exercise. Firstly, estate planning helped structure the distribution of wealth among the deceased’s spouse, children and other friends and relatives. The second objective was tax planning.
Nearly one in three family offices were engaged in sustainable and impact investing in 2017, with nearly half of them planning to increase their investments in the next year. Family offices are private offices that manage the wealth of ultra-high-net-worth investors. According to a survey by UBS and Campden Wealth, 39% of respondents projected that when
Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven’t started estate planning, here’s how to get started. Why Millennials Should Begin Estate Planning Now If you have been avoiding estate planning, you are