By Elli Shochet, CFP Even in close-knit families, differing expectations can lead to estate disputes and grief manifesting in unpredictable ways. A decision that once felt technically straightforward can suddenly feel personal and unclear. And when emotions run high, even […]

Elli Schochet, CFP, our Managing Partner, recently gave an address on succession planning to the annual gathering of the top 5% of all life insurance professionals. Elli was the third of our partners given this honour following David Wm Brown […]

Philanthropy runs deep in our firm’s history, just as it does in many of the families we serve. From the earliest days, my late father believed that meaningful giving was about more than tax receipts—it was about creating a legacy […]