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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Selling A Business? Why Comprehensive Exit Planning Is So Important

by Eric Lawton

Blog

When it’s time to sell a company you’ve worked hard to build, success means a lot more than just getting a big sale price. It’s...

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Seven Ways to Become the Best Gift-Giver Ever

by Eric Lawton

Blog

The holiday season is the perfect time to show the people in your life how much you care about them, and one of the best...

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What Private Foundations Could Teach You About Being a Better Philanthropist

by Eric Lawton

Blog

Private foundations are an excellent way for affluent individuals and families to use their wealth to create good in the world through philanthropy.  Navigating the...

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