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Inside Aspiriant
Aspiriant CEO Makes LA500 List
For the second year in a row, Chief Executive Officer Rob Francais was named in the Los Angeles Business Journal's prestigious list of innovators and…More
Inside Aspiriant
Aspiriant Adds 3 New Partners
The latest members of Aspiriant’s ownership group represent the next generation of leaders and advance the firm’s mission to transform the wealth management industry. Learn…More
Uncategorized
Mother’s Day Money Tips for Kids
Children learn best by witnessing people exemplify strong ethics and wise decision-making. That is especially true when it comes to financial management. This Mother’s Day,…More
Inside Aspiriant
Meet Ryan Nelson
Ryan Nelson has moved from San Francisco to Los Angeles to educate and advise family office clients about their investments. Now he’s landed in our…More
Investment Management
First Quarter 2019 Insight
When it comes to stitching the seam between the financial markets and the real economy, our federal government appears to be running out of thread.…More
Wealth Planning
Strategies to Diversify Outside Your Family Business
A private business is often a family’s largest single asset, leading to additional risks that concentrated wealth brings. Learn about four diversification strategies to sustain…More
Investment Management
The Benefits of Adding Diversifiers to a Portfolio
Stocks and bonds have been the primary asset classes used to manage risk in a portfolio. But frequently, they trade in tandem, driving up volatility.…More
Uncategorized
Aspiriant Named a Top 10 L.A. Advisor
An independent business research firm gave Aspiriant’s L.A. office high ranking for our Family Office and Investing & Wealth Planning services.More
Investment Management
Understanding Risk and Volatility
“Volatility” is the buzzword in the financial media these days. But what does it really mean and how does it impact your investments? Aspiriant investment…More
Wealth Planning
Fourth Quarter 2018 Insight
As you strive to reach your financial goals, you need to be prepared for bumps along the way so you don’t get derailed. Learn how…More
Wealth Planning
Big Disasters Leading to Higher Insurance Rates
Catastrophic wildfires and hurricanes are leading to higher property insurance bills. Learn why and what you can do to keep costs down while maintaining good…More
Wealth Planning
A Lasting New Year’s Resolution: Talk About Money
This year, why not set a resolution that will have lasting benefits? Sandi Bragar offers tips on how to find your money mojo through conversation.More
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Meet the Authors
Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Tom Tracy
Former Partner of Aspiriant
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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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John Allen
Chief Investment Officer, Partner
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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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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
