Supporting favorite causes and nonprofit organizations is a top priority for many of us as we seek to not just do well but also do good. Indeed, we find that charitable giving is consistently one of the key financial concerns shared by many affluent individuals and families, but are your charitable contributions doing all they can—for your chosen charity as well as for your own bottom line? Too often, we see philanthropic efforts that don’t generate nearly as big an impact as they could. Or if you’re considering getting involved in philanthropy, do you know how to give in ways that can potentially yield big results?
 
The good news: There’s a way—several ways, actually—to pursue highly effective charitable giving. In this month’s Flash Report, Charitable Giving, the Tax-Wise Way, you’ll discover how to give to charity in tax-efficient ways and how to make tax-wise charitable planning an integral part of your overall wealth management plan. Done well, tax-wise charitable giving can potentially mean more money for charity as well as more wealth for you and your family.
 
This report was brought to us by the VFO Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you. 

A well-crafted estate plan can potentially allow you to pass on your assets as you see fit, and minimize the state and federal tax bite that often accompanies the transfer of significant wealth.  If it’s up to date, that is. Far too many estate plans today are several years old—and therefore may not reflect important changes in tax laws and other developments. The result: These plans could be outdated, and no longer positioned to deliver the expected outcomes. That could spell trouble, and taxes, down the road.
 
In this month’s Flash Report, Here’s Why You Probably Need to Update Your Estate Plan, you’ll discover the risks of having an estate plan that’s been sitting on the shelf too long. Is your estate plan still set up to get you the results you want and need for you and your family?
 
This report was brought to us by the VFO Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you.

Even the wealthiest among us have fears and concerns that can keep them up at night. What’s more, they often share many of the same worries the rest of us have.  But there is one big difference: The extremely affluent tend to take some highly effective action steps to address those worries and, quite often, overcome them.
 
In this month’s Flash Report, The Super Rich’s Three Big Fears—and How They Work to Overcome Them, you’ll discover how highly successful people and families tackle their biggest health, wealth and family-related concerns. Don’t miss this opportunity to take a page from the Super Rich playbook—and use it in your life.
 
This report was brought to us by the VFO Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you.

Some of the wealthiest investors, entrepreneurs and families appear to be extremely skilled at playing the long game. That means they have a concrete vision of their ideal future years (or even decades) from now and they take specific, carefully considered action steps at every stage in an effort to maximize their ability to make that vision a reality. This approach may be one of the things that differentiate more successful investors from most of their far-less-successful peers.

In this month’s Flash Report, How Playing the Long Game Could Help Build Wealth and Success, you’ll discover the rules of the long game—and how you can follow them as you seek to build significant wealth and success for yourself and the people you care about most. Don’t miss this opportunity to gain some key intelligence from top millionaires and billionaires—and use it in your life.

This report was brought to us by the VFO Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you.

​Most investors are well-aware of how important it is to grow and protect wealth so they can use it to achieve their goals—and make a big impact in their lives, the lives of those they care about most, and their communities. But are they really taking the optimal steps to make all that happen?
 
In this month’s Flash Report, Four Ways the Super Rich Manage Their Wealth, you’ll discover actionable advice about wealth management from the Super Rich—a group that includes some of the most financially successful individuals in existence. They know what it takes to achieve superior bottom-line results—and now you can take a page from their playbook!

Chances are, there are many days and weeks that leave you frustrated by how many tasks on your to-do list—at home, at work or both—you didn’t get done. But what if you could take action steps to streamline your work habits, get more done in less time, and free up more hours and more energy to devote to the people and activities that really matter to you?  In this month’s Flash Report, Work Smarter--Not Harder!, you’ll discover a proven three-stage framework that can empower you to achieve better outcomes—professionally and personally—in less time and with less effort than you’re spending right now. Get ready to be more efficient and more effective than ever so you can focus on what counts!
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This report was brought to us by the VFO Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you. 

If you’re part of the roughly 85 million American families who own a pet, you might want to make sure they’ll be okay if you pass away unexpectedly. One smart way to do that: Include your furry family members in your estate plan. Otherwise, they may end up in a shelter—or worse.  In this month’s Flash Report, Estate Planning: Don’t Forget Your Pet!, you’ll learn how to identify a caregiver for your pet and how to put a formal plan in place that can help ensure your dog, cat, horse or other pet will continue to get all the love and affection needed if you’re not there.
 
This report was brought to us by the VFO Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you. 

Life insurance is an important tool in many investors’ financial toolkit. But too often, we see people making big—and costly—mistakes when they assess their need for life insurance, and then again when they go to buy that insurance. As a result, the insurance doesn’t deliver the benefits they hope for.  In this month’s Flash Report, Three Questions to Answer Before You Purchase Life Insurance, we’ll show you how to determine if you even need life insurance in the first place. If you do, we’ll take you through how to decide the amount of insurance you may need—and how to best fund the premiums.

​This report was brought to us by the VFO Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you.