Features Wealth Management

While honoring each client’s confidentiality, Gerald B. Goldberg has anecdotes aplenty about the issues a household may face should the most fiscally savvy member die or become incapacitated by age, illness or injury. All too often, that person has been remiss in sharing his or her knowledge with their spouse, partner or beneficiaries. But if […]

Dino Dionne loves getting stuck in traffic. The honking horns, the inching crawl through the concrete canyons of Manhattan—none of it fazes him. Once the classical music is cued, all the day’s demands seem to vanish. In their place, Dionne brings the bigger picture into focus. What is our firm’s role in the wider financial […]

Beirne Wealth Consulting Services (BWC) very nearly has an A-to-Z list of the causes and organizations it supports—from the American Cancer Society to the Make a Wish Foundation to YMCA Strong Kids. These wide-ranging philanthropic endeavors seem a testament to the Connecticut-based firm’s core principle that corporate responsibility isn’t an obligation—it’s fundamental. “We believe that […]

In 2011, at the height of the Occupy Wall Street protests, Lon Dolber took a walk down to Zuccotti Park in Lower Manhattan. Over the preceding days, thousands of demonstrators had gathered in and around the mostly concrete common to voice opposition to what they saw as a financial system run amok. Ever the conversationalist, […]

In the run-up to last Thanksgiving, the several hundred clients of Minneapolis-based Advanced Wealth Management Group (AWMG) got greeting cards from the firm they’ve long entrusted to guide their financial futures and plan their retirements. Only the cards were about more than just the usual good wishes. Recipients were given the choice of designating one […]

Stunned by the Great Recession and forced into cost-cutting mode a decade ago, Morgan Stanley turned to outsourcing many of its most critical functions and turned a lot of heads in the process. For if the multinational investment bank was doing it, other companies reasoned they could do so as well, some entrusting their administrative […]

If you’re a millennial looking to enjoy the same retirement as your grandparents, veteran advisors like Randall Long recommend having a plan in place before the age of 30. Then again, if you’re really ambitious, you can always do what Long did: invest in a mutual fund at 12 years old. “I saw how hard […]

Even the most capable business person might need assistance when it comes to managing his or her wealth for the long term. To that Scott Freund can well attest. For the easy-going president and founder of Family Office Research in Bethesda, Maryland, has many successful business people and respected professionals among his clientele. When Freund […]

Her name well-known for marketing in the wealth management and family office business, Rosemary Bonilla Denney remembers getting a call a couple of years ago from an unnamed firm that had learned of her via LinkedIn. That firm had impeccable credentials when it came to growing client assets and client services, but it needed help […]

A significant number of his longtime clients being up there in years, Michael P. Murray was most gratified in July, when an organization dear to his heart, North Shore Elder Services, was promoted on billboards and social media by the Peabody Area Chamber of Commerce as part of its Chamber for Good program. For Murray, […]