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Uncategorized
Family Wealth Report Gives Aspiriant 3 Nods
Aspiriant is named a finalist by the highly regarded industry trade publication for its Exclusive Family Office service, blog and marketing efforts.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
Inside Aspiriant
Aspiriant Connects With Our Communities
The coronavirus dramatically increased hardships that many people face throughout our communities. Aspiriant employees were glad to pitch in and help their neighbors for our…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
Inside Aspiriant
Aspiriant Among Barron’s Best RIAs in 2020
Aspiriant makes Barron’s top financial advisors list, which now measures firms for their diversity, succession planning and technological advances.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
Wealth Planning
6 Financial Tips for Unemployment
Unemployment can be a stressful time. But it’s much easier if you plan ahead. Learn what you need to do to take care of yourself…More
Inside Aspiriant
Aspiriant CEO Featured on Podcast
Rob Francais discussed the challenges and opportunities of managing a wealth advisory firm during the coronavirus pandemic as the featured guest of a Barron’s The…More
Wealth Planning
The 2020 Election and Estate Planning
A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to…More
Wealth Planning
Goals-Based Investing for Women
A goals-based approach to wealth management considers where you currently are in your financial journey and where you ultimately want to go. Discover the four…More
Uncategorized
Market Perspective: Gold
In our latest Market Perspective, Managing Director Marc Castellani details the investment rationale for holding gold in these turbulent times. Learn how gold can make…More
Investment Management
Value Stocks: Ready to Grow?
As the markets become more detached from economic reality, it appears value stocks may soon have their day in the sun. Find out what catalysts…More
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Meet the Authors
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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Mary Ellen Krueger
Director in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, 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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Jason Shemtob
Director in Wealth Management, 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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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
