Wealth Planning

The pandemic is prompting more money to flow out of DAFs and into charities where it can do some good.

Dream Forward was bought by Expand Financial, an existing business partner.

Twelve questions to consider and discuss.

As of late April, 12% of 816 companies representing 12 million workers had suspended matching contributions, according to a Willis Towers Watson survey. An additional 23% said they will or may halt them this year.

Family offices are increasingly turning to private markets as they look for early access to hot startups and seek returns beyond those of publicly traded securities.

Better understanding the current state of 'stickiness.'

Asset protection isn't just for wealthy clients, particularly in a post-COVID-19 world.