As a Private Wealth Advisor, Mark C. Hutchinson works exclusively with a select number of clients, which enables his team to look beyond client assets and dedicate more time to both their needs and the client-advisor relationship. Mr. Hutchinson’s role is to be a vital catalyst for helping clients achieve their aspirations and all they hope their wealth can accomplish. With access to some of the world’s most powerful financial resources, Mr. Hutchinson’s recommendations reflect his comprehensive view of investing.
How important is it for me to get a second opinion about my finances?
The late great comedian Rodney Dangerfield once said, “My psychiatrist told me I was crazy and I said I wanted a second opinion. He said, ‘okay, you’re ugly too.’” Countless comedians besides Dangerfield have found comic gold in the medical profession. Of course, in real life when it comes to “wanting a second opinion,” let’s […]
What financial planning considerations should I make after my divorce is finalized?
About five years after a colleague’s painful divorce, his ex-spouse announced that she was taking him back to court for increased compensation since, in her view, his situation had improved. The legitimacy of the ex-spouse’s claim is not the point here, but what the colleague did to prepare himself: Immediately after the divorce, and despite […]
How do I create a framework to organize my family finances?
business acquaintance said recently that whenever she and her spouse need to have a “discussion” regarding family finances, she always says, “Well, let’s get out a piece of paper and write everything down.” To which her spouse always responds: “This is a family, not a business. We know what’s going on. Why can’t we just […]
What should you bring to an estate planning meeting?
Organization matters in an estate planning meeting and can help make the entire process much easier. You should bring copies, not originals, of all of your current estate planning documents, life insurance policies and insurance trusts if any. Your originals should be safely locked up in a safe deposit box in a safe. Professionals generally […]
