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Inside Aspiriant
Aspiriant Partners Rise as Next-Gen Advisors
Aspiriant advisors Ryan Benson and Ryan Nelson climb the ranks among the country’s top 500 wealth advisors under 40, according to Forbes.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
Uncategorized
Back to School: Financial Literacy 201
If you’d like to take your financial knowledge to the next level and help your kids understand money, then try reading one of these five…More
Uncategorized
In the News: Inflation, Philanthropy, More
Three Aspiriant advisors appeared in the financial news recently. See their thoughts on Federal Reserve actions, concerns about a stock market reversal, and how people…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
Lifestyle
3 Keys to Curating a Cool Car Collection
Owning a car collection is fun and may be an investment, but it’s also an expense and an asset that should be carefully considered as…More
Uncategorized
In the News: Market and Economic Perspectives
Five Aspiriant partners have been featured in major financial news media. See what they have to say about the markets, marriages and more.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
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Meet the Authors
Jason Shemtob
Director in Wealth Management, 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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Nayan Lapsiwala
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Jan Vega
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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John Allen
Chief Investment Officer, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
