Theme Settings
A Message of Gratitude from Mary Spencer: Announcing My Retirement
Featured
CFAAC Stories, Featured
May 20, 2025
Dear Friends, Colleagues, and Partners, It’s hard to put into words the mix of emotions I feel as I share this news. After much reflection, I have decided to retire […]
Advisor Blog, Featured
May 20, 2024
The Great Wealth Transfer presents opportunities and challenges for families and their professional advisor partners. The question is: is everyone prepared? First, the opportunities: if you are inheriting significant wealth, […]
Advisor Blog, Featured
April 25, 2024
One of the most common questions among families who are transferring wealth to future generations is “How much should I leave to my children?” Experts say the answer is as […]
Advisor Blog, Featured
March 22, 2024
Millennials, those born between 1981-1996, could experience a substantial increase in wealth—almost a five-fold growth compared to their current financial status, according to a study by WealthEngine and Coldwell Banker Global Luxury. [&...