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Wealth Planning
What to Know When Choosing a Student Loan
College is a significant expense for families, and most students need some help paying for it. Understand your financing options and find out what to…More
Wealth Planning
4 Ways to Transfer Wealth to Children
Giving a child a head-start in life requires careful financial planning to achieve both your and the child’s future goals. Here are four common strategies…More
Wealth Planning
Estate Planning 101: Back to Basics
Without an estate plan, your assets will be left to a list of your heirs determined by state law, and the courts will decide who…More
Wealth Planning
Estate Taxes: Gone Today but Here Tomorrow?
The Tax Cut and Jobs Act doubled the amount a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you…More
Wealth Planning
Understand Qualified Small Business Stock
QSBS can be a powerful way for small-business shareholders to save on capital gain taxes. But you need to know the rules and risks. Discover…More
Wealth Planning
8 Tips to Avoid Household Employee Pitfalls
As a family’s wealth slowly builds, so can their household staff. We talked to a household staff advisor for best practices to avoid costly management…More
Wealth Planning
Considerations When Valuing Estate Assets
Your collectibles and other valuable assets could have a significant impact on your estate taxes after you pass. Learn how to carefully review and value…More
Wealth Planning
The Tax Benefits of Charitable Giving
There are many ways to support the causes we care about most, beyond simply giving our wealth. Learn about tax benefits and strategies to make…More
Wealth Planning
Key Questions to Keeping a Home in the Family
Passing a special home to future generations requires a lot of forethought and planning. Be sure to discuss these questions with your family so it…More
Wealth Planning
Talking About Money: Where Do I Start?
We encourage people to talk about money with their family and friends to feel more comfortable when making financial decisions. Here are a few ways…More
Wealth Planning
4 Ways to Help Your Kid Become a Homeowner
Many parents would like to assist their children with buying a home. Learn about various strategies you can employ to help them literally get their…More
Wealth Planning
Clean Out Your Money Scripts
Money scripts are unconscious beliefs or values you pick up from family, friends and life experiences that drive your attitudes and behaviors. As part of…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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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
