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Company News
Worth Magazine- Issue Feb-Mar 2010
 “would you share with me what goes into the crafting of a strong family mission statement?"
Planning for a family's successful financial future remains a priority with high net worth individuals, especially for baby boomers, the eldest now reaching 63. Some worry that heirs may waste their inherited good fortune. To limit that possibility, high net worth individuals, as part of their life planning process, should create a personalized familiy mission statement that functions as a playbook for the family's estate plan.
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Worth Magazine- Issue April-May 2010
“How can I manage my wealth to ensure against another Madoff?"
The market meltdown in 2008 caused most wealthy investors to review their investment philosophy. In addition to market losses, massive fraud was uncovered, leading some to remark that the only thing worse than losing money in the stock market was trusting Bernard Madoff as a wealth manager. Today many high net worth individuals and organizations continue to question their overall investment strategy, particularly when Ponzi schemes such as that perpetrated by Madoff were so far reaching and impacted so many.
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Glendale NewsPress August 27, 2009
Returning Gifts he Received
Man uses his personal motto to fuel his service to those around him.
by Yasmin Nouh
Charles Mason could be considered a self-made man. When he was 10, his mother died of heart failure and his father had already left the family,leaving Mason and his two older sisters orphaned in Noblesville, Ind., a town of 9,000 people.
Archived
Worth Magazine-Leading Wealth Advisor -Inaugural Issue May 2009
“Would you please share a real-life story that demonstrates how you have helped a client achieve his/her financial objectives?"
The practice of life planning can best be illustrated in the following real life story of a family who needed comprehensive life planning to ultimately achieve their financial as well as lifelong goals and objectives.
A retired doctor and his wife needed advice on planning for the future and how to properly structure the transition of wealth to their children as well as several charities. The majority of the couple’s wealth was held in a small number of individual stocks, a family home and a real estate partnership. These investments had appreciated over time, yet were not providing the income the couple needed during retirement. We identified that the couple and their heirs could have faced cash flow constraints as well as significant tax liabilities if proper planning was not completed.
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