Waldron Private Wealth is a boutique private wealth management firm that advises a select group of high net worth individuals, families and family offices. By limiting the number of clients it serves, Waldron can offer greater focus on how to best simplify the complexities of significant wealth, so all clients can achieve what’s important in their lives. Waldron’s advisory team is prepared to serve the firm’s clients across a wide range of key financial disciplines. The advisory team includes: three CPAs, ten CFPs, two CFAs, an attorney, a certified divorce financial analyst and a certificate holder from the Institute for Preparing Heirs.
How can simplifying my wealth simplify my life?
Wealth is complex. Tax laws are constantly changing. And the establishment of trusts and the nuances of how they interact with your family dynamics can be unnerving. Investment options have increased and become more sophisticated. Information arrives 24 hours a day, seven days a week, to your TV, phone, computer and now your car. You […]
What are some formal and informal ways to engage the next generation?
We have all seen the number: $30 trillion. Put it into Google and see how many hits you get; I just got 616,000. According to an oft-cited 2012 report from Accenture, $30 trillion is the amount of wealth the baby boomer generation will be transitioning to Generation X and millennials over the next 30 years. […]
