Anasuya's Articles
Best Practices of Family Offices - And Why You Should Care
Top family offices tend to employ five key best practices - and increasingly, top wealth managers are adopting them, too. Discover how you can look for professionals who seek to provide a family office-like experience.
Here's How The Ultra-Wealthy Set Their Heirs Up For Success
Wealth transfer and legacy planning is often about much more than just passing along wealth. Discover how the ultra-wealthy think about transferring wealth to their heirs-and the steps they take that are designed to instill values in their children.
Don't Let These Financial Surprises Trip You Up
Unexpected expenses or financial developments can be frustrating-as well as potentially hazardous to your future. Make sure you're not putting yourself in a position to get an unwanted financial surprise!
What Are Your Biggest Financial Concerns?
Affluent investors tend to share a few key financial challenges they most want to address. How does your list of concerns compare-and are you clear on the issues you need to tackle to pursue the goals that are most important to you?
The Importance of Comprehensive Exit Planning When Selling Your Business
Entrepreneurs often focus only on the sale price when selling their company. This report highlights a better approach: engaging in comprehensive exit planning that factor in your goals, the impact of taxes, the management and protection of you personal wealth, and other key concerns.
It May Be Time To Give Your Wealth Plan A Stress Test
A Stress test can help you decide if one or more of your wealth planning strategies needs to be revised-or even replaced. It can also help you asses new solutions you're considering implementing. This report shows you how it's done.
When Is An Advisor An Elite Wealth Manager?
The term "wealth manager" is used a lot these days. But are all those who claim to be wealth managers really living up to their titles? And what is you want to work with a wealth manager who is truly elite? Here's how you can do your homework.
Getting The Most From Your Wealth Management Team
If you work with a wealth manager, chances are he or she works with a team of experts to help deliver financial solutions. Check out what you need to know about your wealth manager's network of professionals.