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Newsletter – June 2022

See What’s New in the WealthCAP HUB®

Teen Playbook

If you are looking for ways to keep your teens busy during the summer, teaching them responsible financial habits is a great way to take advantage of the extra time. With the tools and activities provided in the teen playbook, they will begin to develop the foundation and skillset necessary.

Luxury Villas in Santorini

Still looking for that perfect summer getaway? For many, Santorini is a destination like no other. As the most famous of all Greek islands and a number one summer destination worldwide, the beauty of this island is incomparable to any other in the world and what better way to ensure the most memorable visit then booking one of these exclusive luxury accommodations through our strategic partners at The Luxury Travel Book.

How do Charitable Lead Trusts Work?

Charitable lead trusts are an often overlooked but powerful tool for minimizing taxes while potentially passing more assets to the next generation. Learn the various types and techniques to advise your family clients.

Family Dynamics - What's the Story?

Family dynamics can be a cancer to sustaining multigenerational wealth if not recognized and acknowledged. As a wealth advisor, how can you better serve your clients by understanding their story?

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