Author Archive

Challenges for Family Wealth The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking...

You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving it comes...

A prospective client recently met with me as he wanted to change his Investment Advisor. When I asked about the reason(s) why, he simply stated “performance“.  When I then asked if his Investment Advisor had not measured-up against his...

OVERVIEW For affluent family investors who have accumulated hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be...

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. The output...

Our team at HighView Financial want to wish all of you and your loved ones a very Happy Holidays and the very best in the New Year! Many who have worked with us know that we value family and philanthropy, and believe that we can all give what we can...

Family Wealth Challenges The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking the...

When families have built wealth over years or decades, and in particular when that wealth was largely due to an event such as the sale of a business, their attention quickly turns to getting peace of mind knowing that their wealth is protected. This...

“In a client’s best interests” is a phrase heard often in the financial industry. While many investment advisors simply talk about this concept, fiduciary financial advisors have a moral and ethical duty to live up to it. So what makes a...

This family story is the second of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore the topic of fee transparency. Although recent regulatory changes...