Fathom Archive - Page 2 of 17 - Aspiriant The Leading Independent Wealth Management Firm

Wealth PlanningJuly 22, 2019

Reasonable Compensation & the Family Business

By Rachel Lee
Associate in Strategic Planning

Employing family members is a natural part of a family business. But it must be done carefully to avoid a visit from the IRS. Here are some important guidelines to follow. more >

Inside AspiriantJuly 19, 2019

Aspiriant Recognized as a Leading RIA

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant continues to make its mark in the financial industry as one of the top firms ranked by Financial Advisor Magazine. more >

Inside AspiriantJune 28, 2019

Aspiriant Makes FT Top 300 Again

By Aspiriant News
Leading Independent Wealth Management Firm

Every year that Financial Times has selected an elite group of Registered Investment Advisors in the U.S., Aspiriant has made the list. more >

Wealth PlanningJune 19, 2019

Aspiriant’s Smart Summer Reading List

By Aspiriant News
Leading Independent Wealth Management Firm

This summer, read a good book (or listen to a podcast) to discover how money impacts our society, secrets to wealth, or how your emotions play into your financial decisions. Aspiriant advisors offer up 10 top reads. more >

Wealth PlanningJune 11, 2019

How to Become a Successful Philanthropist

By Michael V Glowacki
Director in Wealth Management, Partner

It’s easy to feel bombarded and obligated to donate to a wide range of charities. If you want to leave meaningful gifts, it’s best to write a philanthropic mission statement to guide your decisions. more >

Inside AspiriantMay 31, 2019

A Top Advisor Firm in the SF Bay Area

By Aspiriant News
Leading Independent Wealth Management Firm

The San Francisco Business Times ranked Aspiriant as one of the largest wealth management firms in the Bay Area. more >

Inside AspiriantMay 28, 2019

Engineer Yourself to Not Get Hacked

By Tom Tracy
Chief Client Officer, Partner

Cybersecurity is not just about the protection of your personal data, it’s about the security of everything important to you. During an Aspiriant event, cybersecurity expert John Sileo explained five critical security threats and how to avoid them. more >

Inside AspiriantMay 21, 2019

Aspiriant CEO Makes LA500 List

By Aspiriant News
Leading Independent Wealth Management Firm

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 visionaries. more >

Inside AspiriantMay 17, 2019

Aspiriant Adds 3 New Partners

By Aspiriant News
Leading Independent Wealth Management Firm

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 about the Class of 2019. more >

Wealth PlanningMay 10, 2019

Money Tips for Kids

By Aspiriant News
Leading Independent Wealth Management Firm

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, we asked two Aspiriant wealth managers how they talk to their kids about money. more >

Inside AspiriantMay 6, 2019

Meet Ryan Nelson

By Aspiriant News
Leading Independent Wealth Management Firm

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 new office in Austin. Find out what motivates him to serve clients from the Lone Star State. more >

Wealth PlanningApril 30, 2019

To Roth or Not to Roth

By Lorraine Fox
Director in Wealth Management, Partner

By paying taxes on income today, you can have tax-free earnings in retirement with a Roth 401(k). Find out why a Roth 401(k) may be a better savings option for employees with higher income. more >