Family Archives | Sophisticated Investor

April 1, 2021

Rules of Wealth

What follows are three general rules of wealth that you should employ when starting your run towards financial independence. Keep in mind that there are few overnight successes, but if you keep your eye on your goals and employ the following rules, you will maximize your chances to earn considerable wealth.

March 4, 2021

Family, Investing

How to Build a Family Office

A family office in this regard is a management advisory firm that focuses on private wealth. It covers a wide range of areas which include taxes, investments, lifestyle management, insurance, giving to charities, and more. While traditionally a typical family office was created for individuals or families earning millions of dollars each year, today there are more people who earn considerably less that are embracing the family office concept.

January 7, 2021

Family

Left Out of a Will

Being left out of a will can be humiliating and painful. However, there are some steps you can take to clarify why you were left out of the will. You may even be able to contest the will. To contest the will, you will need to prove the person was coerced or did not have the mental capacity to make the correct decision. These steps are time-sensitive, so you will need to act fast following the will’s reading.

January 6, 2021

Family, Investing, Lifestyle

Private Banking

Private banking is a service often used by high-net-worth individuals allowing them to receive personalized care from a retail bank or financial institution. Private banking services cater to the needs of wealthy and high-net-worth families and individuals.

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