The Four Types of Advisors: Which One Should You Work With?

by Eric Lawton

Blog

Key Takeaways - Investment advisors tend to be adept at asset management. - Financial advisors and wealth managers generally offer a broad range of financial solutions....

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Life Insurance Basics Everyone Should Know

by Eric Lawton

Blog

Key Takeaways - There are two main types of life insurance—but lots of permutations. - When shopping for life insurance, consider what you want it...

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Family Governance: Keeping Family Wealth and Relationships in Good Shape

by Eric Lawton

Blog

Key Takeaways - Very wealthy families typically take a formal approach to family governance. - Both the human/relationship and technical aspects of a family governance...

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How to Help Parents—and Yourself—Live Better at 80, 90 and Beyond

by Eric Lawton

Blog

Key Takeaways - Relatively small home renovations can help you or your parents avoid having to move. - Watch for warning signs of cognitive decline...

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Not Wealthy Enough for an Estate Plan? Think Again

by Eric Lawton

Blog

Key Takeaways - An estate plan needs great technical expertise and much attention paid to the human element of planning - When creating an estate...

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Should You Establish a Family Foundation?

by Eric Lawton

Blog

Key Takeaways - Many affluent families have or are interested in having a family foundation, according to research by the Family Office Association. - Factors...

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Free Up Your Life: Work Smarter, Not Harder

by Eric Lawton

Blog

Also published on WealthManagement.com Key Takeaways -Streamline how you perform tasks—especially the routine ones. -Automate as many steps as you can by removing the human...

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Stress Testing Your Wealth Plan: Three Keys to Success

by Eric Lawton

Blog

Also published on WealthManagement.com Key Takeaways -Seek out professionals who really “get” what stress testing is all about. -A professional has to know you as...

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Don’t Leap Before You Look! The Benefits of Thoughtful Action

by Eric Lawton

Blog

Also published on WealthManagement.com. Key Takeaways -Quick responses to problems and opportunities don’t always lead to good results. -Thoughtful action rooted in your goals and...

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Do You Know—Really Know—What Your Business Is Worth?

by Eric Lawton

Blog

Key Takeaways -Formal business valuations often come in lower than entrepreneurs expect. -There are at least six commonly used valuation methods, each with pros and...

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Virtuality in Family Offices and Beyond

by Eric Lawton

Blog

Key Takeaways -Wealth managers generally provide a broad array of services to clients. -It’s common to find a combination of in-house and outsourced expertise among...

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How Playing the Long Game Can Help Busy Entrepreneurs Build Wealth and Success

by Eric Lawton

Blog

Also published on WealthManagement.com. Achieving great results in any walk of life starts with a clear picture of your end game, which may be years...

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