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Wealth Planning
How to Talk to Your Daughter About Money & Build Financial Confidence
How honest, everyday conversations about money can help empower daughters financially and pass on values across generations.
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Inside Aspiriant
Aspiriant’s Multi-Family Office Wins Family Wealth Report Award
Aspiriant’s Exclusive Family Office wins Family Wealth Report Award, reflecting our client-first approach and multigenerational service model.More
Wealth Planning
What is a Tender Offer & Should You Sell?
Learn how tender offers work and what to consider before deciding whether to sell your private company shares.More
Wealth Planning
Living Beyond Borders: Navigating Life as a U.S. Citizen Abroad
More Americans are thinking globally. Learn what dual citizenship, second passports, and cross-border planning mean for your financial life.More
Inside Aspiriant
Aspiriant’s 2025 Partners & Our 100% Employee-Owned RIA Model
Six Aspiriant professionals join the partnership, reinforcing our commitment to people-first ownership and independent wealth management.More
Investment Management
Second Quarter 2025 Insight
Q2 2025 Insight: Aspiriant’s IS&R team explores trade shifts, policy risks & portfolio positioning strategies.More
Inside Aspiriant
Aspiriant Honored in Forbes 2025 Best-in-State Top Advisor Ranking
Aspiriant recognized in the Forbes 2025 Best-in-State Wealth Advisors ranking for experience, service, and integrity.More
Investment Management
Navigating Policy Turbulence: A Balanced Approach to Uncertainty
Navigating market volatility and fiscal policy shifts with smart investment strategies, economic trends and diversification.More
Wealth Planning
Divorce & Finances: Take Charge of Your Money & Future
Navigating divorce? Learn how to protect your finances, avoid costly mistakes and make informed financial decisions for your future.More
Wealth Planning
Deferred Compensation: How High Earners Can Reduce Taxes
Discover how deferred compensation plans can help high earners like executives and entrepreneurs reduce taxes and build financial flexibility.More
Wealth Planning
The Corporate Transparency Act: What Business Owners Need to Know
Stay informed on the latest Corporate Transparency Act requirements and how they may impact your business.More
Investment Management
First Quarter 2025 Insight
Q1 2025 Insight: Aspiriant's IS&R team explores economic trends, AI’s market impact, and factors influencing portfolio diversification.More
Inside Aspiriant
8 Partners Named as Forbes’ 2025 Top Women Wealth Advisors
Eight Aspiriant partners named to Forbes’ 2025 Top Women Wealth Advisors! A prestigious honor recognizing excellence in wealth management.More
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Meet the Authors
Sandra Conners
Former Partner of Aspiriant
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Chase Arima
Research Analyst in Investment Strategy & Research
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Former Partner of Aspiriant
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
