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Wealth Planning
Know What Type of Financial Advisor You’re Hiring
The term “financial advisor” can mean many things. For young professionals who are just starting to plan for the long term, it’s important to know…More
Inside Aspiriant
5 Wealth Managers Join Aspiriant’s Partners Group
As part of Aspiriant’s goal to remain independently owned and operated, we’re happy to announce that five next-gen wealth managers have been named co-owners of…More
Wealth Planning
Using the New Tax Law to Save for Your Child’s Future
By hiring your child for chores around the home or to work at your family business, you can transfer assets and help them save more…More
Wealth Planning
Tame Estate-Planning Anxiety with a Wealth Transfer Framework
Not having a wealth transfer plan is a plan in and of itself. You’re just allowing the government to implement one for you. Learn how…More
Lifestyle
How to Ensure Your Vacation Home Feels Like a Vacation
Your dream vacation home is meant to be a place of fun and tranquility for generations. Don’t let legal issues and family squabbles get in…More
Inside Aspiriant
Aspiriant CEO Rob Francais Named a Top Angeleno
Our CEO makes the Los Angeles Business Journal’s prestigious list of influential people in L.A., alongside some famous industry innovators and visionaries.More
Wealth Planning
Second Quarter 2018 Insight
Resisting the allure of popular assets and maintaining discipline while investing can be challenging. But all too often, instant popularity ends in prolonged desolation. Learn…More
Inside Aspiriant
Aspiriant Makes Financial Advisor’s Top RIA List
Aspiriant ranks among the top of leading RIAs in Financial Advisor's annual list.More
Uncategorized
Rising Rates Make Cash More Interesting
With extremely low interest rates, investors were told for a long time to hold as little cash in money market accounts as possible. But as…More
Uncategorized
Financial Times Names Aspiriant a Top Advisor
Aspiriant is honored to make the Financial Times Top Financial Advisors list once again.More
Wealth Planning
6 Security Tips for Affluent Households
Everyone should be proactive in personal security, but high net worth households have particular, heightened safety concerns. Sandi Bragar follows up on a Wall Street…More
Wealth Planning
6 Steps to Leaving an Impactful Legacy
Maximizing the impact of your legacy doesn’t happen accidentally. It takes a lot of hard work. Think about those who left the greatest legacies. Many…More
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Meet the Authors
Jason Shemtob
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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John Allen
Chief Investment Officer, Partner
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Jan Vega
Director in Wealth Management, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
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
