Insights

For ultra-high-net-worth individuals, the pursuit of wealth often demands relentless focus, innovation, and sacrifice. But once financial goals are achieved, another challenge arises: How do you find fulfillment beyond accumulating assets? Balancing

Schechter Investment Advisors has tripled its business in the last five years, in part by introducing its high-net-worth clients to alternative investments, according to the firm’s leaders. To a large extent, alternative investments are still

At Schechter, we understand the intricacies involved in estate planning and are committed to providing you with a thorough review of your existing plan. Our team of experts will work closely with you to ensure that your estate plan aligns with your

For ultra-high-net-worth individuals (UHNWIs), philanthropy is about more than giving back—it’s an opportunity to create meaningful impact while leveraging significant tax benefits. Effective charitable planning can align your financial goals with

When Trusts Matter for Ultra-High-Net-Worth Families When you’ve built significant wealth, protecting it for the future goes beyond routine investment management. Ensuring your wealth endures and grows across generations takes a careful, strategic

Transferring wealth to the next generation is about more than dollars and cents; it’s about ensuring your family’s values, legacy, and goals endure for generations to come. As a wealth manager, we’ve seen first-hand how strategic planning, proactive

Selling a business is a significant decision with lasting impacts, both financially and emotionally. Whether you're considering retirement, looking to pursue new ventures, or simply ready to pass the reins, understanding the process can help you

Market Performance *As of 9/30/2024 Our Thoughts on the Markets Sometimes a Cut is Just a Cut Source: Ritholtz, Yahoo! Finance, chart as of 7/23/24 The Federal Reserve’s decision to cut interest rates was front and center in September with large

In order to retain the business of a family’s next generation, Coldstream Wealth Management treats them as clients before they actually are. The establishment a relationship with clients' children is crucial to keeping their business once their