May 8, 2018
Aspiriant’s wealth managers have made headlines recently in major business publications by offering advice and insight on the challenges of managing wealth in today’s society.
Sandi Bragar, managing director in planning strategy and research, was profiled in the Wall Street Journal. In “Helping High-Net-Work Clients Navigate the Challenges of their Wealth,” she discusses raising wealthy children to be self-sufficient adults, diversity, 529 Plans and climbing Machu Pichu. Sandi is a principal in our San Francisco office.
“While wealth comes with obvious advantages, financial abundance can also create complexity.”
Read more (paywall) about Sandi’s background and how she advises dealing with the complexity.
Randy Rae, a manager in investment strategy and research in our Silicon Valley office, joined other wealth managers analyzing the comeback of volatility in Investment Advisor’s “Volatility’s Bite Returns: What Now?”.
Randy “agrees this year’s volatility isn’t different, although the move was ‘unusually swift.’ He adds that it’s ‘healthy for the markets.’”
Read the full article on ThinkAdvisor.
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