5 Wealth Managers Become Principals

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 the company. Read their financial tips. more >
Tame estate-planning anxiety with a wealth transfer framework

Setting 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 a wealth transfer framework helps you plan with intention. more >
Ensure Your Vacation Home Feels Like a Vacation

Estate Planning for Vacation Homes

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 the way. Learn estate planning tips. more >
Aspiriant CEO Rob Francais

Aspiriant CEO 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 >
Rising rates make cash more interesting

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 short-term interest rates rise, investors have more options to earn income. Randy Rae describes four cash options. more >

Family Foundations

If you’d like your family to support charities in a significant, long-term way, consider a private family foundation. Learn the tax advantages, family benefits and legal requirements of this philanthropic financial structure. more >
Aging Wisely-Stay put or move on?

Aging Wisely: Stay put or move on?

We all need to plan for where we’ll live and who'll help take care of us in our later years. But there’s a lot to consider. Estate planning attorney Elizabeth Krivatsy explained senior housing options during presentations at Aspiriant in the San Francisco Bay Area. more >

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 Journal interview with details on how to keep you and your family safer. more >