Wealth Management, Finance, Securities Markets, FinTech, Small Businesses, Entrepreneurs, Women in Business, UHNW audiences
Prenups and Pre-Wedding Property Purchases
Wedding engagements often spark discussions about venues, budgets and merging households, but rarely the financial structures that can strengthen a marriage. For financial advisors, the months leading up to a wedding are a crucial time to guide engaged couples through discussions that, while challenging, can affect their long-term stability. From buying property to prenup agreements, choices made long before saying “I do” are strategic for lasting marital success.
Guidance Built for Generations
For business owners, what matters most isn’t just the success of their enterprise. Their responsibility runs deeper — to their employees, their families and the generations who will inherit the values, opportunities and mission that will outlast any single venture.
The 32-person (and growing) Grand Rapids-based advisory team at Rockefeller Global Family Office understands this broader purpose. Their work centers on guiding families through the full arc of their financial lives — before, durin...
Engaging Gen Z: A New Era of Family Wealth Conversations
In families with significant wealth, a noticeable trend is taking shape. Younger generations, especially Gen Z, are stepping into financial conversations earlier, asking more questions and pushing for greater transparency and purpose. Older generations, meanwhile, are realizing that secrecy no longer works in an age of instant information. For advisors, this moment requires an approach that blends education, openness and values-driven guidance.
Americans Face Complex Tax Rules When Expatriating
How New Trust Laws Are Leaving Wealthy Families Unprotected
Six Tips for Helping Clients with Meaningful, Strategic Philanthropy
Philanthropy is making national headlines, with billionaires such as Laura and John Arnold pledging to give away startling percentages of their wealth, so generous that they’ve fallen off a list of America’s richest people. But the idea of giving isn’t solely the domain of the ultra‑wealthy. While the scale may differ, the motivations are alike. Wealth, at every level, is being viewed as a tool for impact.
Marisa Finkelberg's Mission to Prevent Suicide
The powerful story of Marisa Finkelberg, whose personal loss became the catalyst for a deep commitment to suicide awareness and prevention.
East Fishkill's Hometown Heroes ... 36 and Counting
This article provides an overview of a magazine's Hometown Heroes section, a series of monthly profiles of local Veterans.
The Choice You Didn't Know You Had: Dr. Mario Simon
This article is a business profile of life coach Dr. Mario Simon.
Chef Genevieve Meli with son Leonardo and husband Greg
This magazine cover story introduces Chef Genevieve Meli, a chef instructor, cookbook author, and award-winning grower. The farmhouse she once admired as a child is now home, where she and husband Greg are raising son Leonardo.
The Lessons in Warren Buffett’s Last Shareholder Letter
Warren Buffett’s Berkshire Hathaway farewell letter to shareholders was significant in many ways. In announcing he’s “going quiet,” he actually spoke volumes in terms of takeaways for investors, business owners, ultra-high-net-worth families and their advisors. Unmistakable was his tone of preparation, with subtle lessons to be learned in both business succession planning and family wealth stewardship, which inextricably go hand in hand. Ken Polk—author of The Spirit of Wealth Preservation, f...
Hometown Hero Dietrich Brengelmann
This community magazine article profiles a local Veteran.
Suprima Bhele Isn’t Afraid to Take Chances
Suprima Bhele’s natural curiosity, open-mindedness and courage have shaped her personally and professionally. At 17, she came to the U.S. to discover new opportunities unavailable to women in her home country of Nepal. Her experience at an all-women’s college shaped her idea of leadership into one of collaboration and community, emphasizing the importance of showing up for others rather than standing out for oneself. This is one in a series of MAKER profiles I wrote for Morgan Stanley Wealth Management.
The Leonardos: Wishes Granted
This magazine cover story highlights a family whose journey with the Make-A-Wish Foundation embodies the power of hope, generosity, and community.
Small Town, Big Tennis
This magazine article highlights the renovation and expansion of a small business.
Hometown Hero Michael Rahilly
This article is one in a series of profiles of local Veterans.