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Wealth Planning
Planning for Long-Term Care
As the way we receive care later in life is changing, so are our options for how to pay for it. Learn some of the…More
Wealth Planning
Third Quarter 2018 Insight
Like the advances made by scientists to understand natural disasters, Aspiriant has developed a robust early warning system to anticipate market cycles and prepare investors…More
Wealth Planning
All About the LLCs
Limited liability companies offer several advantages to holding and protecting assets. But they require management and have additional costs. Learn about LLC basics, including the…More
Wealth Planning
Wealth Transfer: The Emotional Side of Money
When crafting a wealth transfer plan, it’s important to know there are two sides of money: the intellectual side and the emotional side. Learn how…More
Wealth Planning
Know What Type of Financial Advisor You’re Hiring
The term “financial advisor” can mean many things. For young professionals who are just starting to plan for the long term, it’s important to know…More
Wealth Planning
Using the New Tax Law to Save for Your Child’s Future
By hiring your child for chores around the home or to work at your family business, you can transfer assets and help them save more…More
Wealth Planning
Tame Estate-Planning Anxiety with a Wealth Transfer Framework
Not having a wealth transfer plan is a plan in and of itself. You’re just allowing the government to implement one for you. Learn how…More
Wealth Planning
Second Quarter 2018 Insight
Resisting the allure of popular assets and maintaining discipline while investing can be challenging. But all too often, instant popularity ends in prolonged desolation. Learn…More
Wealth Planning
When Does a Family Foundation Make Sense?
If you’d like your family to support charities in a significant, long-term way, consider a private family foundation. Learn the tax advantages, family benefits and…More
Wealth Planning
6 Security Tips for Affluent Households
Everyone should be proactive in personal security, but high net worth households have particular, heightened safety concerns. Sandi Bragar follows up on a Wall Street…More
Wealth Planning
6 Steps to Leaving an Impactful Legacy
Maximizing the impact of your legacy doesn’t happen accidentally. It takes a lot of hard work. Think about those who left the greatest legacies. Many…More
Wealth Planning
6 Steps to Leaving an Impactful Legacy
After defining your legacy, how do you go about making it real? Greg Fasig follows up his previous article with actionable steps to give your…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
