Wealth in Focus

Monthly Newsletter

Wealth in Focus is our monthly newsletter aimed to provide news, education, and professional guidance to help families, advisors, and trustees become extraordinary stewards of wealth. View our latest editions below and sign up to receive your own copy.

January 2026

The Head and Heart of Estate Planning

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October 2025

Purposeful Prenups for a New Era of Wealth

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September 2025

Trusteeship in Transition:
Adapting Roles for a New Era

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June 2025

Beneficiaries Have a Job
(and Advisors Play an Integral Role!)

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April 2025

Inside the Modern Family Office:
Relationships, Resilience, and Roles

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March 2025

Supporting Wealthy Families with Financial Therapy

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January 2025

Assessing and Addressing Risk: Expert Strategies for Family Office Protection

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December 2024

Conversations on Wealth: Breaking Silence and Building Understanding

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November 2024

Advisors of Tomorrow: Trends, Tools, and Tactics for Success

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