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Wealth Planning
How to Effectively Manage Capital Gains from Concentrated Stock Positions
Learn how to manage concentrated stock holdings and reduce risks through diversification and strategic planning.
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Wealth Planning
Family History and Wealth: Building Bridges for Better Conversations
How family history can support better conversations, clearer decisions and stronger alignment across generations.More
Wealth Planning
How Tax-Aware Long-Short Strategies Help Diversify Concentrated Stock
How tax-aware long-short strategies may help diversify concentrated stock positions while managing capital gains and portfolio risk.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
Planning Beyond the Ring: Money Conversations for Engaged Couples
Tips to help engaged couples start honest, thoughtful financial conversations that set the stage for a strong life together.More
Wealth Planning
Bay Area Tech Professionals: You’ve Built Real Wealth. What Comes Next?
You’ve built real wealth. But do you need help navigating what’s next? Here’s how to explore that question with clarity and intention.More
Wealth Planning
Tax Planning Considerations for 2026
As new tax rules take effect, discover what 2026 brings — and how to align your plan with what matters most to you.More
Wealth Planning
Why I Chose Aspiriant: A Note to Fellow Advisors & Firm Leaders
One advisor’s journey to a firm built for the future. Fiercely independent, wholly collaborative and rooted in authentic connection.More
Wealth Planning
Benefits of Working with a Multi-Family Office
Aspiriant’s Exclusive Family Office integrates every facet of family wealth—from investments to estate planning—under one roof.More
Wealth Planning
Planning Sudden Wealth in Today’s Tech Economy
How today’s tech professionals can plan for sudden wealth through thoughtful equity, liquidity and long-term strategies.More
Wealth Planning
Aspiriant Again Named a Top Independent RIA Firm in 2025
Barron’s and Forbes recognized Aspiriant as a top RIA firm for 2025. We’re honored to serve with integrity, care and independence.More
Wealth Planning
Working the Wait: Making the Most of a Delayed IPO
A delayed IPO can be a powerful time to plan — optimize taxes, diversify stock and prepare for a smoother liquidity event.More
Wealth Planning
Breaking the Scarcity Mindset: Confident, Intentional Spending
Discover how thoughtful planning and intentional spending can help turn financial anxiety into confidence and fulfillment.More
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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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Teresa Greenip
Director in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Director in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
