Information and education are an essential part of the client experience, and we
are here to provide resources and insights to help keep you advised.
For ultra high-net-worth (“UHNW”) families, integrating health into wealth planning isn’t optional — it’s essential for legacy, performance, and peace of mind. The good news: Individuals today are living longer. Over the last 200 years, life expectancy in the US has doubled and now averages 78.8 years.1 The bad news: This tremendous gift also brings new responsibilities. With extended longevity comes the reality of rising healthcare needs, increasing complexity of care, and the need for thoughtful and prolonged preparation. Just as families plan deliberately for education, retirement, and estate transitions, strategic planning for health and care has become a critical pillar of generational resilience. For UHNW families, where stakes are high and expectations of quality and coordination are nonnegotiable, this planning is both a safeguard and a legacy strategy. The upcoming holiday season brings families together in ways that few other times of year do. Amid celebrations and meaningful traditions,...
08.04.2022
"As the West imposes sanctions on Russia—the world’s number three oil producer and number two natural gas producer—many countries are trying to cope with a sudden decrease in energy supply that has caused energy prices to spike dramatically. Unfortunately, there are no easy answers."
