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Wealth Management

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Trends & Strategies2026 Wealth Planning Outlook: The Great AccelerationWith sweeping new tax law taking effect in 2026, unprecedented technological change and geopolitical shifts, wealth is moving faster than ever. Explore insights to navigate this era.Read Article
Parents with young child watching sunset on a dock.Money MasterclassSecrets of Enterprising FamiliesFive secrets of successful intergenerational wealth transfer.Read Article
Abstract geometric patternMarketsThe Weekly FiveStay informed on recent market developments and their impact on your portfolio.Read Article
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Insights & Case Studies

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Car on a winding road.Money MasterclassThe Road to Why PodcastDiscover the “why” that drives today’s most successful business leaders.Read Article
A storm on the horizon with a tree in the foreground.Six Wealth Planning Strategies for Volatile MarketsPeriods of stress present significant opportunities for optimizing your plan.Read Article
Man and woman talking in a corporate dining hall.Should I Work In The Family Business... Or The Family Office?How you can help the next generation succeed in their role.Read Article
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Abstract geometric pattern.Market Currents PodcastKatie Nixon pulls back the curtain on financial trends.Read Article
MarketsProtect Your Goals in Volatile MarketsTake volatility in stride with a goals-based approach. Read Article
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Eric Freedman

Eric Freedman

Chief Investment Officer, Wealth Management

Peter Mladina

Peter Mladina

Director of Portfolio Research, Wealth Management

Pam Lucina

Pam Lucina

Head of Family Office Solutions, Global Family Office

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