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Seeds: Direct Indexing Starts with Understanding the Client, Not the Capabilities
Seeds CEO Zach Conway: Direct indexing conversations miss the mark when advisors lead with capabilities instead of client needs and circumstances.
Alpha Vee Solutions: Powering the Next Generation of Direct Indexing
Alpha Vee CEO Leigh Eichel on the firm’s risk management methodology and $15M tech investment for customization and tax efficiency in direct indexing.
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Article on A Challenging Inheritance: The Fate of Mark Twain’s Will
The article makes use of documents from the estates of Mark Twain and his descendants, including original wills, trust instruments, and other filings.
Despite The Song 'Trust Fund Baby,' Trusts Are Not Just For The Wealthy
The term “trust fund” brings to mind legendary old money names like Rockefeller and Ford, but many other families should consider setting up trusts.
How Wealthy Families Can Use Trusts To Avoid State Income Tax
"Put not your trust in money, but put your money in trust" said Oliver Wendell Holmes in the Autocrat of the Breakfast Table.
The Importance of Estate Planning When Building Your Business
It’s important for people of all ages to have a sound estate plan in place.