Estate Planning 101
Julia was thrilled to participate in a series of Estate Planning focused videos on legacy, probate fees, and trusts, with Lucy Main, partner at Weirfoulds LLP and David Toyne of Steadyhand Investments.
2023 May Update
Get ready to kickstart your summer planning! Explore our May update, which offers valuable insights to help you prioritize your plans for the remainder of 2023. Discover exciting ideas and tips to make the most of the upcoming months.
How to Transition with your Clients to the Next Generation
Transitioning wealth among family members is a complex and often emotionally charged subject in which different values, priorities, and personalities can inflame disagreements over how assets should be shared. Julia participated in a roundtable discussion on how wealth advisors play a critical role in this process.