Provide Parents Help While Taking Care of Yourself
Beth Schanou, Senior Wealth Planner Finances can be difficult to talk about – especially with your parents when they need your financial help.
You have a complex situation that should consider multiple generations. Distributing and sharing wealth, building a family enterprise, and enjoying life while you do it requires intentionality. We embed thoughtfulness in our planning and our conversations.
Most of us lead busy lives and don’t necessarily have an opportunity for reflection on how our deeply held values and beliefs have influenced both our accumulation of wealth and our priorities for its use.
As a multi-family office, our mission is two-fold: (1) Empower each generation to fulfill their role in furthering the purpose of the family’s wealth, and (2) Engage each member of the family to discover their unique ability to enrich their world.
Depending on where you are in life’s journey, our services could involve quantifying your wealth, hosting family meetings, and considering gifting strategies to family or charity. We want your core values to be the anchor to key decisions and during life milestones. Through our private client services, we can help you and your loved ones every step of the way.
Beth Schanou, Senior Wealth Planner Finances can be difficult to talk about – especially with your parents when they need your financial help.
The Federal Reserve both met expectations and surprised investors at the same time last week. As expected, the Fed raised rates 0.25%, beginning to unwind the sharp rate reductions it implemented to protect the economy during the early stages of COVID-19. The surprise was the announced inte …
Watch this webinar hosted by Carson’s Managing Partner, Wealth Solutions, Jamie Hopkins, and Planner, Ryan Yamada, as they cover college savings tactics for the savvy investor.
Wherever you are on your financial journey, we want to meet you there with the insight and tools to get you further.