360° Family Wealth Management
Affluent families, by necessity, use a diverse cast of professionals to tend to the various, complex elements of their wealth management plan. Often, however, there is no one at the helm, directing the team. The risk of this fragmented, piecemeal planning approach is that it may result in costly, sometimes devastating mistakes as a result of poor coordination.
It is for this reason that we believe 360° Family Wealth Management is critical to the implementation of a successful Wealth Management Plan.
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- Direct Indexing—A More Personal Way to Invest
Investors have long used index funds and ETFs to gain broad market exposure. They’re trusted tools because they’re low cost, efficient, and diversified. Recently, however, we’ve introduced a more refined approach for many families: direct indexing. Kevin Ellman, CFP, explains what direct indexing is, why we like it, and who may benefit most.
- Market Outlook – March 2026
Over the past few weeks, many clients have asked a common question: “How will the current geopolitical tension affect the markets?” While no one can predict the path of events with certainty, based on what we’re seeing now, the U.S. economy remains generally resilient, even as events in the Middle East create short‑term uncertainty.
- Why An "I Love You Will" Is Not Enough
Most people have a simple “I Love You Will,” leaving everything to a spouse and then to children. It seems straightforward and protective on paper—but is it? Kevin Ellman, CFP, explains why it may not be enough to safeguard your family’s future and why incorporating asset protection into your estate plan is so important.
Take the 360° Stress Test and receive a free copy of our latest book, “Can Your Family Wealth Management Plan Pass the 360° Stress Test?” by Kevin Ellman, CFP and CEO and Paul D Miller, President of Wealth Preservation Solutions, LLC.