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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.
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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
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
Wealth Planning
Thoughtful IPO Planning: Protect & Grow Your Wealth
Navigate your IPO journey with confidence. Learn strategies to manage equity compensation, minimize taxes and plan for lasting wealth.More
Wealth Planning
5 Smart Ways to Grow Assets for Kids or Grandchildren
Discover practical ways to support your kids' or grandchildren's financial future through thoughtful planning.More
Wealth Planning
5 Expensive Mistakes to Avoid Before and After a Liquidity Event
Avoid costly mistakes during an IPO or liquidity event. Learn actionable strategies for taxes, investments & estate planning.More
Wealth Planning
What to Do with Stock Options: When to Exercise & Tax Planning Strategies
Stock options can be a powerful wealth-building tool.More
Wealth Planning
Navigating Liquidity Events: Key Insights for IPOs, M&As and Buyouts
We’re explaining major financial events—IPOs, M&As, buyouts & more—while guiding you through key decisions, tax strategies & wealth planning.More
Wealth Planning
Finish Strong: 9 Key Financial Moves to Make Before Year-End
Wrap up 2024 on a strong note with 9 easy financial moves to boost your savings, reduce taxes and refine your wealth strategy.More
Wealth Planning
A 5-Step Guide to Layered Savings
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…More
Wealth Planning
Restricted Stock Units (RSUs): What You Need to Know About Taxes, Selling Shares and Long-Term Strategies
Wondering what to do with your RSUs? Discover strategies for managing, selling and understanding the tax impact of your Restricted Stock UnitsMore
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Sandra Conners
Former Partner of Aspiriant
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
