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. 

June 2024

UHNW Real Estate Trends

May 2024

Family Office Fundamentals

March 2024

Digital Wealth & Cryptocurrency 

February 2024 

Wealth & Mental Health

January 2024

Next-Gen Leadership

December 2023

Year End Reflections

November 2023

Financial Fitness

October 2023

Philanthropy Unpacked: Governance, Giving, and Impact

September 2023

Making an Impact (Impact Investing)

August 2023

Family Meetings and Retreats

July 2023

Successful Succession