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Key takeaways in this article include: If you face a lawsuit, reviewing your situation thoroughly is crucial. Consider different possible outcomes and how they might...

More U.S. households today own pets than ever, a full 70%, up from 56% in the late 1980s. And more than 23 million households (about...

One of the best plans to take from the financial playbook of the Super Rich – those with a net worth of $500 million or...

It’s unfortunate that we live in an era of baseless or frivolous lawsuits, especially if you are a high-income professional, entrepreneur, or someone who has...

When was the last time you took a close look at your estate plan? It’s not uncommon for even the most well-thought-out estate plans to...

Having substantial wealth does not guarantee an easy, joy-filled financial journey.   This rings especially true for those who come into family wealth via inheritance. Wealthy...

The rise of virtual family office (VFO) solutions in Nashville is an exciting development sure to make a big difference for high-net-worth families and individuals. ...

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their...

An emerging trend in elite wealth management services attracting much attention is endowment-style investing. Many successful families and individuals are adopting this investment strategy.  While...

Successfully managing your financial affairs can become more complicated as your wealth increases. Whether you’re an entrepreneur, a successful executive, a business owner, or someone...

One of the best plans to take from the financial playbook of the Super Rich—those with a net worth of $500 million or more—is to...

As a wealth manager in Nashville, I regularly meet with individuals and couples planning their retirements.  Two of the more frequently asked questions are, “Have...