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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.
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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
Wealth Planning
Why Women Often Must Plan for Two Retirements
Why women often need to plan for both a shared and solo retirement — and how to prepare for a confident financial future.More
Wealth Planning
What the One Big Beautiful Bill Act (OBBBA) Means for You
New tax rules under the OBBBA could impact your finances, from deductions to business planning. Here’s what to know & consider.More
Wealth Planning
What Do Financial Advisor Designations Mean?
What do financial advisor credentials like CFP and CFA really mean? Learn how fiduciary designations shape your financial journey.More
Wealth Planning
How to Talk to Your Daughter About Money & Build Financial Confidence
How honest, everyday conversations about money can help empower daughters financially and pass on values across generations.More
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.More
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
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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
Senior Manager 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
Senior Manager 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
