​As you know, it’s vitally important to work with a financial advisor who can address an array of your family, financial and lifestyle concerns as you seek to manage the complexities of your life. The more complex your life, the more likely you’re going to want an exceptional financial professional with significant capabilities.

In this month’s Flash Report, The Four Types of Financial Advisors, you’ll discover the four types of advisors you’ll encounter, how they stack up against each other—and the value you can expect each to be able to deliver to you. Armed with this information, you can better ensure you’re selecting a financial professional that fits your needs.

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.

I wish you and your family health and safety during this time.

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!