Know What Type of FA You’re Hiring

The term “financial advisor” can mean many things. For young professionals who are just starting to plan for the long term, it’s important to know the significant differences between an RIA, broker-dealer and robo-advisor. more >

5 Wealth Managers Become Principals

As part of Aspiriant’s goal to remain independently owned and operated, we’re happy to announce that five next-gen wealth managers have been named co-owners of the company. Read their financial tips. more >
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 >
Ensure Your Vacation Home Feels Like a Vacation

Estate Planning for Vacation Homes

Your dream vacation home is meant to be a place of fun and tranquility for generations. Don’t let legal issues and family squabbles get in the way. Learn estate planning tips. 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 >

Family Foundations

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 >