Category: Financial Journeys


Written by Auro WM on February 5, 2018

The Super Rich Stress Test Their Financial Plans – and So Should You! The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both state-of-the-art as […]


Written by Auro WM on January 8, 2018

Want to promote family entrepreneurship? Consider a family bank. A key objective among many single-family offices serving Super Rich families (those with a net worth of at least $500 million) is to enable future generations of family members to build their own wealth and create their own entrepreneurial legacies.


Written by Auro WM on December 7, 2017

Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business Imagine yourself in a vintage tuxedo, sipping a “shaken, not stirred” martini as you make eye contact across the bar with a beautiful secret agent who is about to covertly hand you a dossier with information that will help prevent World War III.


Written by Auro WM on November 15, 2017

Wills and Trusts The foundations of your rock-solid estate plan For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your […]


Written by Auro WM on November 15, 2017

What’s Your High-Net-Worth Personality? Here’s why you need to know As a successful person with big goals, you require truly valuable financial advice that helps maximize your ability to achieve your most important personal and professional financial objectives.


Written by Auro WM on November 15, 2017

The Road to Longevity: Living to 120—and Beyond? Medical technology can now identify risk factors in the human body long before they impact your health

Keep your business cyber safe

Written by Auro WM on April 24, 2017

In 2015, 43% of cyber-attacks worldwide were against businesses with less than 250 workers, according to cybersecurity firm Symantec.

The geography of taxes

Written by Auro WM on April 24, 2017

Just how taxing is your state? When it comes to taxes, are you aware of how your state measures up? The state you’re based in – and how taxes are assessed and applied there – can greatly influence your company’s finances. And tax climates can actually vary quite a bit from state to state.

Invest in your business

Written by Auro WM on March 9, 2017

A 401(k) may be just the way to do it According to an analysis by the Economic Policy Institute the median working-age couple has only saved $5,000 for retirement, and 70% of couples have less than $50,000 saved. Considering retirement can last 30 years or more, having a solid savings plan is crucial to everyone’s […]