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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
Wealth Planning
What’s New in the American Rescue Plan
In addition to providing larger stimulus checks to many people, the American Rescue Plan gives a big boost to families through Recovery Rebate qualifications and…More
Wealth Planning
When Is Enough Really Enough?
Determining how much is enough to retire involves honest soul-searching, some visioning and then math. Here are three steps to help you figure out not…More
Wealth Planning
Transferring Real Property: How to Avoid an Unexpected Tax Hike in California
Before you transfer real estate ownership in a California, be aware of what you can do … and how to do it right. Find out…More
Wealth Planning
Choosing the Best Way to Give
When you’re ready to start a long-term giving program, choosing the right philanthropic vehicle can feel challenging. Here’s how a family office team can walk…More
Wealth Planning
How to Know When You’ve Outgrown Your Financial Advisor
If you’ve been working with a financial plan and building your wealth over the years, there may come a time when you’ll need a higher…More
Wealth Planning
Why You Should Designate Trusted Contacts
Financial crimes are on the rise, and people with diminishing capacity or other vulnerabilities are the biggest targets. Designating a trusted contact today can help…More
Wealth Planning
SPACS: What They Are and Who’s Considering Them
Special purpose acquisition companies have become a popular way for companies to go public. Learn more about them to decide whether your firm should merge…More
Wealth Planning
What to Do About Potential California Property Tax Changes
Two ballot measures would make some of the most sweeping changes to California property tax law in 42 years, if passed. Find out how they…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
