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View our latest Press Release

10/10/2013

 

Inheriting Debt from Late Mother Inspired Young Financial Planner

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Forbes magazine says financial planning industry is in desperate need of young talent

SAN DIEGO -- October 2 2013, San Diego, CA- 
In fact, millions of American can identify with Carlos reacting to an unexpected crisis that would change his life forever. “My mother died at 33 years-old after fighting cancer for nearly 10 years leaving my sister and I with not just a painful loss but an inheritance of debt that no one anticipated let alone was prepared for—that was the turning point for me—not just for myself but to answer the calling—it’s time for a simple, sustainable high-tech solution to financial planning that keeps families organized and preserving wealth in today’s fast-paced lifestyle”.

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How Rich do you Have to Be to Join a Family Office?

7/26/2013

 
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Here's a great article we found on how the Family Office Industry is evolving.  Family offices are private firms that manage just about everything for the wealthiest families: tax planning, investment management, estate planning, philanthropy, art and wine collections. 
We offer a unique Virtual Multi-Family Office Solution for families, businesses and organizations with net worths in the $2.5 - $25 million range. Read this article written by the Wall Street Journal on Family Offices to see how we compare!


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How the Health-Care Reform Act with Affect Employers

3/25/2013

 
The 2010 health-care reform legislation is in many ways little more than a framework for change. Regulation and guidance is anticipated in the coming months and years, and will ultimately shape this initiative. The following is a brief overview of some of the health-care reform provisions that employers should be aware of.

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