Fathom Archive - Aspiriant: A Leading Independent Wealth Management Firm

Wealth PlanningDecember 23, 2020

Choosing the Way to Give

When you’re ready to start a long-term giving program, choosing the right philanthropic vehicle can feel challenging. Here’s how a family office team can walk you through the steps to leaving an impactful legacy. more >

Inside AspiriantJanuary 14, 2021

Family Wealth Report Gives Aspiriant 3 Nods

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant is named a finalist by the highly regarded industry trade publication for its Exclusive Family Office service, blog and marketing efforts. more >

Inside AspiriantDecember 11, 2020

Connecting With Communities

By Aspiriant News
Leading Independent Wealth Management Firm

The coronavirus dramatically increased hardships that many people face throughout our communities. Aspiriant employees were glad to pitch in and help their neighbors for our annual Day of Giving. Read some of their stories. more >

Wealth PlanningDecember 4, 2020

How to Know When You’ve Outgrown Your Financial Advisor

By Lisa Colletti
Managing Director in Planning Strategy & Research, Partner

If you’ve been working with a financial plan and building your wealth over the years, there may come a time when you’ll need a higher level of advisory service. See what that may look like. more >

Wealth PlanningNovember 2, 2020

Why You Should Designate Trusted Contacts

By Ami S. Aranha
Manager in Wealth Management

Financial crimes are on the rise, and people with diminishing capacity or other vulnerabilities are the biggest targets. Designating a trusted contact today can help your financial advisors protect you from exploitation in the future. more >

Wealth PlanningOctober 23, 2020

SPACS: What They Are and Who’s Considering Them

By Randy Rae
Manager in Investment Advisory

Special purpose acquisition companies have become a popular way for companies to go public. Learn more about them to decide whether your firm should merge with a SPAC. more >

Inside AspiriantOctober 21, 2020

Aspiriant Among Barron’s Best RIAs in 2020

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant makes Barron’s top financial advisors list, which now measures firms for their diversity, succession planning and technological advances. more >

Wealth PlanningOctober 8, 2020

What to Do About Potential California Property Tax Changes

By Kelly Cruz
Director in Strategic Planning, Partner

Two ballot measures would make some of the most sweeping changes to California property tax law in 42 years, if passed. Find out how they may affect property owners and what you can do to plan ahead. more >

Wealth PlanningOctober 1, 2020

6 Financial Tips for (F)Unemployment

By Nick Ruzette
Senior Associate in Wealth Management

Unemployment can be a stressful time. But it’s much easier if you plan ahead. Learn what you need to do to take care of yourself financially while you move on to bigger and better things. more >

Inside AspiriantSeptember 29, 2020

Aspiriant CEO Featured on Podcast

By Aspiriant News
Leading Independent Wealth Management Firm

Rob Francais discussed the challenges and opportunities of managing a wealth advisory firm during the coronavirus pandemic as the featured guest of a Barron’s The Way Forward podcast. more >

Wealth PlanningSeptember 24, 2020

The 2020 Election and Estate Planning

By Rachel Lee
Associate in Strategic Planning

A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to review your estate plan now. more >

Wealth PlanningSeptember 17, 2020

Goals-Based Investing for Women

By Linda Kitchens
Director in Wealth Management, Partner

A goals-based approach to wealth management considers where you currently are in your financial journey and where you ultimately want to go. Discover the four simple steps to getting there. more >

Wealth PlanningSeptember 4, 2020

A 5-Step Guide to Layered Savings

By Jason Shemtob
Manager in Wealth Management

If you’re on a clear road for professional success, it’s essential that you begin planning for financial success. Find out how to set up a layered savings strategy and download our checklist to get started. more >