Our plans aren’t static documents reviewed once a year. We take a holistic approach, prioritizing what matters most to you and continually reassessing and updating your plan as your needs evolve.

Philanthropy is more than just giving—it’s a powerful way for families to connect, align values, and create a lasting legacy. From Donor Advised Funds to private foundations, choosing the right approach ensures meaningful impact.

Philanthropy is more than giving—it’s an opportunity to unite families, explore shared values, and create a lasting impact. Our Family Philanthropy Action Guide helps families navigate the complexities of giving, ensuring their generosity strengthens both their community and their legacy.

Our CEO, Chief Compliance Officer, and Director of Technology offer tips on cybersecurity and protecting personal information.

The same principles you used to develop a competitive advantage in your business can be applied to your family to preserve harmony and successfully transition ownership of your company. Learn more in Mark Bell’s latest article for Entrepreneur.

Your tax liability could increase when the 2017 Tax Cuts and Jobs Act expires at the end of 2025. In this webinar, John Maddison joins Doug Neal of Windham Brannon to discuss the intricacies of the gift tax exclusion and provide some estate planning tips.

Our Financial Planning Team shares estate planning strategies to take advantage of high- and low- interest rate environments.

In this FastCompany article, Adrian Cronje, Ph.D., CFA shares the importance of entrepreneurs creating a competitive advantage to protect their businesses in the short and long-term.

John Maddison shares tips you might use to adjust your estate plan to minimize tax liability in this article for Triangle Business Journal.

Chairman Robert Balentine shares benefits of succession planning including strengthening your business, creating resilience, and leaving a legacy in his latest article for Forbes.

John Maddison identifies opportunities to align business and personal financial planning in an article for Triangle Business Journal.

As a new school year starts for kids around the country, the question of how best to fund education is top of mind for parents and family members.

As your student settles into their new routine this fall, we encourage you to turn your attention to emergency medical planning and health insurance.

Ensure estate documents meet wealth transfer, asset protection, and charitable gifting needs ahead of federal tax exemption changes.

Consider these 5 oversights when reviewing your estate planning documents

Jennifer Pcholinsky shares how she uses Vanilla, an estate planning software

Complete Tax Planning in 2022 to Start 2023 Strong

I often meet entrepreneurs who spend decades using a disciplined, process-oriented approach to building their businesses and, as a result, accumulate great wealth. However, it’s remarkable how many of them devote more time to planning their next vacation than to choosing a wealth manager to steward the proceeds from their life’s work after a transition event.

Financial preparedness in the face of Mother Nature

My personal reckoning during the Great Financial Crisis

Navigating your finances before, during, and after a divorce

What every new college graduate should know about wealth planning

Treasure hunting for the modern age

The Value of a Digital Vault

Entering your prime earning years

How to navigate the golden years smoothly

Why it may not pay to watch the news