Wealth Management, Finance, Securities Markets, FinTech, Small Businesses, Entrepreneurs, Women in Business, UHNW audiences
DBS Remodel: Four Decades of Care and Craftsmanship
This business profile celebrates the 40th anniversary of a local business.
The New Realities of Provenance Risk
The April 13, 2026, signing of the Holocaust Expropriated Art Recovery Act of 2025 into law marked a decisive shift in how U.S. courts will handle claims involving art stolen during the Nazi era. Just 10 days earlier, on April 3, a New York Supreme Court judge ordered the return of Amedeo Modigliani’s Seated Man With a Cane to the heir of its original owner, Oscar Stettiner, after an 11-year legal battle. Together, the new federal statute and the Modigliani decision in New York put a fresh fo...
Mario Vilardi: Eyes on Augusta
Meet 10-year-old Mario Vilardi, whose talent, determination, and love of golf have earned him a spot at the Drive, Chip & Putt National Finals at Augusta. Follow his inspiring journey—and the family behind it.
The Battle Over Zappos CEO’s $500M Estate
The recently published New York Times investigative report on the estate of Tony Hsieh, former CEO of online shoe retailer Zappos, revealed how a mysterious, anonymously mailed will, complete with untraceable witnesses and references to trusts no one can locate, has triggered a full probate battle over his $500 million estate. Tony died in 2020 with no known will, yet this seven‑page document, sent from an unknown source years later, now meets Nevada’s low threshold for consideration and has ...
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...
Feeding Neighbors, Nourishing Hope
This cover story profiles the St. Vincent de Paul Food Pantry, where faith in action, quiet generosity, and compassionate volunteers come together to serve hundreds of local families with dignity, care, and hope.
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...