Latest Thought Leadership
- Hedging Inflation with a Real Assets Investment Strategy
(902 KB - PDF)
By Doug Anderson
For the last 30 years, investors have enjoyed relatively low levels of inflation. In this environment, balanced portfolios made up of both stocks and bonds have generally done a reasonable job of delivering returns above inflation. But what happens if inflation begins to increase?
- Client Alert: Act Now to Move Substantial Value to the Next Generation with Lower Transfer Tax Costs (386 KB - PDF)
By Jim Cody
The year 2012 is a unique one in many ways. Not only because it is an election year, but because this is likely the last year to take advantage of the significantly increased lifetime estate, gift and generation-skipping transfer (GST) tax exemption.
We stress the importance of using an integrated approach to planning because it is the best way to view the entirety of your financial situation and to provide advice that will empower you to achieve the full potential of your wealth. We ensure that seasoned professionals in each of the key disciplines participate as a team and communicate with each other on how these elements of wealth planning can work together to achieve better results than planning them individually.
True integration also incorporates other trusted advisors who are critical to your wealth management, including your CPAs and estate planning attorneys—all working together as a single, unified team. Harris myCFO's unique approach affords you a range of compelling benefits not typically available from most family offices, including:
- Improved cost efficiencies
- A clear, single-minded strategic vision across all your advisors
- The opportunity to work with best-of-class providers for every aspect of your wealth management strategy
Family Business Insights
Visit the Family Business Wiki.org blog post by John Benevides on "The Family Office: Three Essential Question, Three Honest Answers"
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