Category: Newsletters

April

Written by Auro WM on April 5, 2019

The Power of Charitable Remainder Trusts Do well by doing good   A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing the arts, […]

March

Written by Auro WM on March 11, 2019

Elite Wealth Planning What it is and why it matters Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success. With that in mind, here’s a closer look at just what elite wealth planning is—how […]

February

Written by Auro WM on February 4, 2019

What Should You Do If You Strike It Rich?  If a few million dollars—or more—fell into your lap tomorrow, what would you do?

December

Written by Auro WM on December 7, 2018

Why You Need a ‘Business Plan’ for Your Family When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families.

November

Written by Auro WM on November 14, 2018

The Value of Multigenerational Family Meetings If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how […]

October

Written by Auro WM on October 15, 2018

The Importance of Personal Umbrella Policies What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have […]

September

Written by Auro WM on September 13, 2018

A Common Sense Guide to Heart Health It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to […]

August

Written by Auro WM on August 3, 2018

Insightful Questions That Can Ramp Up Your Success Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate […]

July

Written by Auro WM on July 13, 2018

Smart Ways to Take Control of a Trust Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades ago. Trouble is, too many families relinquish […]

June

Written by Auro WM on June 7, 2018

What to Do When Your Doctor Has Bad News  It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That […]