Key Takeaways: Your liquidity event is the beginning, not the end, of financial design. Early tax and estate coordination lay the foundation for wealth preservation after exit. A structured "Wealth Operating System" gives purpose and control to new capital. Emotional clarity matters as much as allocation—align money with meaning. Partnering with an RS Asset Management [...]
It’s a question I answer more frequently, in fact it was the topic of conversation yesterday. My answer, let’s frame it where you have choices. I like to frame the decision both ways. Sell or not sell, or maybe delay the sell decision, spend time closer to or with your kids for a period [...]
What if you’re just not sure where to start? To get started you can frame your questions using the broad categories in Figure 1. Writing down your thoughts by category will help narrow down your goals and begin to get clarity on what is important to you. Once you have this data, prioritize it [...]