At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy Clients

Published on May 29, 2025

Public schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.

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Should I Sell My Business? A Decision That Deserves More Than Just Math

May 29, 2025
There’s more to a business sale than crunching numbers. For thoughtful, successful people like you, it’s not just a transaction—it’s a transition. One that intersects with your identity, your future vision, and the legacy you leave behind.You’ve built something meaningful. Now you’re wondering: Is it time to let go? Here’s how to think through that decision with the clarity and intentionality it d

Thiel's Indivisible Adds Women-Led Somerset Advisory

May 29, 2025
According to filings, John Thiel’s RIA Indivisible has added its third advisory with a firm led by a former Merrill wealth advisor.