Perspective & Insights

Timely commentary and practical guidance from our advisors on the topics that matter most to your financial life.

Individuals and Families

Life Strategy: The Missing Piece in Most Financial Plans

April 27, 2026 8 min read

Values-based financial planning asks what your wealth is actually for, then aligns your money, career, health, relationships, and time around the life you want to build.

By Philip Moser

Individuals and Families

Life Strategy: The Missing Piece in Most Financial Plans

Values-based financial planning asks what your wealth is actually for, then aligns your money, career, health, relationships, and time around the life you want to build.

Philip Moser

April 27, 2026 8 min

Founders

Buy-Sell Agreements Explained: What Every Business Co-Owner Needs to Have in Place Now

Protect your company and your family from unexpected ownership transitions with a well-structured buy-sell agreement.

Chris Girbés

October 8, 2026 9 min

Founders

How to Handle a Concentrated Stock Position When Most of Your Wealth Is in One Company

Understanding the specific factors that lead executives to maintain concentrated stock positions.

Chris Girbés

September 30, 2026 9 min

Individuals and Families

How to Choose a Financial Advisor: Questions Everyone Should Ask

You don't necessarily need three weekends to find the right advisor; you just need about twenty minutes and the right questions.

Philip Moser

September 15, 2026 8 min

Founders

How to Build a Financial Plan if Your Wealth Is Mostly Illiquid

Standard financial advice fails founders because it ignores the asymmetric nature of your success.

Chris Girbés

August 31, 2026 8 min

Individuals and Families

How Much Is Enough to Retire? Understanding Your Satiation Number

While a number is directionally helpful, it doesn’t conceptualize the life it’s supposed to fund.

Philip Moser

August 26, 2026 9 min

Individuals and Families

How to Retire Comfortably in Your 50s or 60s: A Guide for High-Net-Worth Families

Chances are, you already have enough to retire. At least, if we view “enough” through a financial lens.

Philip Moser

April 29, 2026 10 min

Founders

The Five Years Before You Sell: A Founder’s Timeline for Achieving Financial Readiness

Exit planning works best years before a deal is on the table, when founders still have time to prepare tax structures, estate plans, liquidity, and life after the business.

Chris Girbés

April 27, 2026 12 min

C-Suite Executives

RSUs, Stock Options, and ESPPs: What Executives Need to Know Before Exercising Equity

Equity compensation can be one of the most valuable parts of an executive’s financial life, but unmanaged RSUs, stock options, and ESPPs can quietly create tax surprises and concentrated risk.

Leslie Mallman MBA

April 27, 2026 9 min

Founders

How to Prepare for a Liquidity Event: Taxes, Timing, and Common Blind Spots

A liquidity event can feel like the finish line, but it’s really the start of a new set of decisions around taxes, timing, wealth, and what comes next.

Chris Girbés

April 27, 2026 10 min