Posts Tagged: Wealth Management

Meet Mark Petrie

In leading Aspiriant’s San Diego office, Mark brings investment management expertise to our team approach to wealth planning. more >

What You Need to Know About Social Security

Social Security is an important benefit program, but creating an appropriate strategy is often challenging. Be aware of the important considerations to sift through to maximize your benefits. more >

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 visionaries. more >

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 your wealth regardless of the company’s success. more >

All About the LLCs

Limited liability companies offer several advantages to holding and protecting assets. But they require management and have additional costs. Learn about LLC basics, including the benefits and pitfalls of this special structure. more >

5 Common Tax Myths Debunked

As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax misunderstandings, from documentation to state taxes, which our wealth managers clarify. more >

Understanding the New Qualified Business Income Deduction

The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards explains how the new deduction works for certain business owners and investors. more >