Are Your Clients Raising Heirs or Passengers?

Published on October 5, 2026

The next generation may need less help and more practice.

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When the Company Changes Before the Client

October 5, 2026
Financial planners are used to reviewing their executive clients’ financial plans when a major life event occurs, whether it is a promotion, a significant salary increase, retirement, or a liquidity event. But what happens when the client stays in the exact same seat while the organization around them changes fundamentally?

Q&A: What the Spike in Treasuries Means for Real Estate Investing

October 5, 2026
The recent increase in interest rates has gotten priced into REIT stocks, and also shone a brighter light on the persistent divergence with implied private real estate valuations.