
“Off the Wall” Blog
Manage Multi-Generational Wealth
If there’s one thing our clients tend to agree on, it’s that family comes first. We help our clients plan for a smooth wealth transfer across generations, making sure their wishes and wealth intentions are honored.
Whether we’re strategizing with a client and Estate Attorney about a future wealth transfer or helping someone with newly inherited wealth define their goals and wealth plan, we always start with a thoughtful, honest, considered conversation with our Team. Only then can we co-create a comprehensive Private Wealth Design based off your goals and priorities.

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Articles on Managing Multi-Generational Wealth
Are Your Kids Prepared to Inherit Wealth?
Look, I get it, talking about money with your adult kids feels taboo. When they were young, you wanted them to feel taken care of, but it wasn’t important they understood what money conceptually...
Education Funding: Financial Aid and Student Loans
Financial aid can help cover the costs of an undergraduate or graduate education. For some parents, federal and private loans provide an added benefit of having their child personally invested in...
Congratulations! You’re going to college! So what are you going to do about money?
For years, your mission in life was to get into college. Now that you’ve cleared that hurdle, it’s time for some more grown-up goals, especially related to money. It’s time to prove that when you...
10 Ways to Teach Your Kids About Finance
Teaching your children how to manage money is a very rewarding experience. I am a certified financial planner and a father of four young children. Naturally, I want my children to be happy, healthy,...
5 Things Everyone Should Know About Death and Taxes
When tragedy strikes, be financially prepared. Here are things you need to know about death and taxes. Halloween is right around the corner, meaning so is the busiest time of year: Thanksgiving, the...
Know Your Grad School Finance Options
Understand how to borrow for that next degree. It's that time of year again. Last month, millions of students returned to campuses around the country. And while the idea of "back-to-school" conjures...