David H. Lenok

A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.

In a family business, passing down core values can be a struggle as future generations look to create their own paths.

Planning for first-generation wealth is different from inherited wealth.

The return of war to Europe reinforces the need for clients to have a backup plan in place to protect their families and their assets.

Don't monkey around with handwritten documents.

A musician's catalog is a complex asset and requires specific planning both before and after a transaction.

Former Denver Broncos owner Pat Bowlen left ownership of the NFL team to three trustees. They're tasked with finding the next owner of the team, which may or may not be one of Bowlen's children.