Tame estate-planning anxiety with a wealth transfer framework

Setting a Wealth Transfer Framework

Not having a wealth transfer plan is a plan in and of itself. You’re just allowing the government to implement one for you. Learn how a wealth transfer framework helps you plan with intention. more >
Aspiriant CEO Rob Francais

Aspiriant CEO Named a Top Angeleno

Our CEO makes the Los Angeles Business Journal’s prestigious list of influential people in L.A., alongside some famous industry innovators and visionaries. more >
Rising rates make cash more interesting

Rising Rates Make Cash More Interesting

With extremely low interest rates, investors were told for a long time to hold as little cash in money market accounts as possible. But as short-term interest rates rise, investors have more options to earn income. Randy Rae describes four cash options. more >

When Does a Family Foundation Make Sense?

If you’d like your family to support charities in a significant, long-term way, consider a private family foundation. Learn the tax advantages, family benefits and legal requirements of this philanthropic financial structure. more >
Aging Wisely-Stay put or move on?

Aging Wisely: Stay put or move on?

We all need to plan for where we’ll live and who'll help take care of us in our later years. But there’s a lot to consider. Estate planning attorney Elizabeth Krivatsy explained senior housing options during presentations at Aspiriant in the San Francisco Bay Area. more >

6 Security Tips for Affluent Households

Everyone should be proactive in personal security, but high net worth households have particular, heightened safety concerns. Sandi Bragar follows up on a Wall Street Journal interview with details on how to keep you and your family safer. more >
Get your financial planning docs in order

Get Your Financial Planning Docs in Order

Spring cleaning your home office may seem overwhelming. It’s easier if you start by organizing these five essential financial documents that help your advisors and family manage your financial affairs. more >