Our clients require a highly experienced team of professionals to help coordinate and manage all aspects of their financial lives. They expect a dedicated team and comprehensive private wealth management practice. They demand clear options and elegant solutions so that they can make wise, informed decisions. That’s why a select clientele of corporate leaders choose the capable leadership and expertise of the Stephens Wealth Management Group.
Bryan Stephens is a private wealth advisor, senior vice-president—wealth management and senior portfolio manager. He focuses on providing wealth management to business owners, executives and attorneys predominantly in the New York metropolitan area. Together with the firm’s expert team of professionals, Bryan helps affluent families address their biggest concerns: preserving and protecting wealth, taking care of heirs and maximizing charitable intents. He is married, with two children, and lives in Westchester, N.Y.
How can I achieve sound multigenerational stewardship of my family’s assets and values?
Losing sight of one’s goals is both a common phrase in our language and a just-as-common mistake people make in their lives overall, and their wealth management in particular. Fortunately, there is a way to prepare the next generation’s members to become sound stewards of your family’s assets and its values. It’s called “family governance,” […]
How can “goals-based” wealth management prepare me for different life stages?
“Losing sight of one’s goals” is both a common phrase in our language and a just-as-common mistake people make in their lives overall, and their wealth management in particular. Often, a loss of goal clarity derives from failing to adjust our goals to fit the realities of our current life stage. The wide-eyed goals of […]
What’s the best way to create a family mission statement and put it into practice?
Whether your wealth is first generation or the product of careful nurturing by heirs who preceded you, seeing your family and its fortune flourish for multiple generations is a goal most high net worth families share. Having a sense of shared purpose—a family mission, if you will, which is built around agreed-upon core values—is the […]
What pre-planning should business owners consider for a liquidity event?
As of April 2016, there were 75 million baby boomers, and about 10,000 of them turn 65 every single day.1 So, it may not be surprising that many business-owning boomers plan to exit their businesses in the coming years. But something we discovered that is surprising, if not somewhat troubling, is this: Many of those […]
