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 Marc Campbell

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.

Marc Campbell

April 27, 2026 8 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.

Leslie Mallman

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.

Marc Campbell

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

C-Suite Executives

Leaving the Corner Office: A Financial Roadmap for the C-Suite Executive Transitioning to Retirement

Stepping down is not just a career change. It’s a financial transition involving equity, taxes, benefits, income, and identity.

Marc Campbell

April 27, 2026 12 min