Diversification As A Wealth Tool Isn’t As Easy As It Seems Early this year, we were referred to a gentleman, who we’ll call “Harry.” He and his wife owned an East Bay business for 15 years, and his life was turned upside down when his wife died unexpectedly. Alone for the first time in more … Read more
Managing For A Worry-Free Retirement East Bay Business Times A million dollars may have sufficed for our parents to maintain their standard of living in retirement. As baby boomers we will need millions to achieve a financially secure retirement. Many successful San Francisco Bay Area families earn incomes well into the six and even seven figures. This income … Read more
Transitioning from CEO to Retiree: Why You Need a 5-Year Plan 3 Steps You Can Take Now to Realize Your Goal By: Haitham “Hutch” Ashoo, CEO of Pillar Wealth Management, Jim Kohles, CPA with RINA, and John Hartog with Hartog & Baer Trust and Estate Today’s 50-something CEOs tend to have vague dreams of more … Read more
CEOs Need Techniques For Cashing Out Wealth management is all about making smart decisions with our wealth in order to achieve all that is important to us. We would argue that wealth in itself isn’t enough to help us achieve our goals and dreams. We must be proactive in managing the taxation, investing as well … Read more
How to Ensure Divorce Won’t Wipe You Out Financially As More Older Couples Call It Quits, 3 Experts Share Tips for Protecting Yourself Written by Haitham “Hutch” Ashoo Along with all of its other unfortunate consequences, divorce can be so financially devastating for both spouses, sometimes neither ever recovers. This poses a special problem for … Read more
Lessons from famous large estate disasters By Hutch Ashoo & Christopher Snyder At A Glance The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish. … Read more
Investors, Advisers Both Make Mistakes By Hutch Ashoo & Christopher Snyder Several years ago Dalbar published a shocking study of investor behavior titled “Quantitative Analysis of Investor Behavior.” In 2005, Morningstar, the most widely followed mutual fund evaluation service, published its own study of investor behavior and how it affected investors’ rates of return. What … Read more
Right Strategies Can Help Lower Taxes As top wealth managers we know many very high-end professionals such as CPAs, M&As and attorneys. In this article we will share some strategies that can be utilized by the ultra wealthy to lower overall tax rates. We will also cover topics like family foundations and consolidating liquid family wealth — … Read more
What You Should Know About Family Wealth At A Glance • Substantial family wealth is completely depleted by the third generation 90 percent of the time • Private family foundations are a great tool to make a difference and involve your loved ones in causes that are near and dear to your heart • Communication … Read more
What To Do About Your January Portfolio Disaster Stories Told from Experience Things to ponder Although the overall news is bad we wouldn’t be writing about this if we didn’t have something of value for you. Let us start with the bad news. As of this writing, Jan. 23, 2008, the S&P 500 is down … Read more
