Blog - Insights

The fact is, teaching our children and grandchildren about personal finance is crucial in setting them up for a financially stable future. This includes guiding them on wise spending habits, budgeting, charitable giving, and saving. Investing is also a particularly important aspect of personal finance that we should be passing down to our children.

As we approach the end of another year, we prepare to celebrate the holidays with our loved ones. Gathering around the table, we share traditions and values with the younger generation in hopes of keeping those traditions alive and well. Worthwhile is the topic of good financial security—making sound decisions for a bright and bountiful future.

The end-of-year holidays are rolling around, and things are about to get busy. But there’s still time to have a positive impact on the philanthropic causes you care most about—and get a break on your taxes that could come in handy, next April. Let’s take a look at some actionable charitable gifting ideas for the remaining weeks of 2024.

It’s a proverb that, while uncomfortable to think about, also contains a lot of truth: “There’s no romance without finance.” As much as we might not want to admit it, the topic of money—whether spoken or unspoken—takes up a lot of room in the mind of anyone in a serious relationship.

Our team is undeniably our most invaluable asset. At the heart of our organization, they are the driving force behind our success, and we hold their unwavering dedication and commitment to both the firm and our clients in the highest regard.

Elon Musk, the Cargill-MacMillan family, the Koch brothers, Andrew Cherng… These are just a few of the owners of some of the world’s largest privately-held corporations. In recent years, the five largest privately-held companies in the world had combined annual revenues of close to a trillion dollars.