Unlock Your Potential

Connect with us today to learn more.

Let's Connect

Robertson Stephens Wealth Management, LLC. logo
Even a perfectly structured estate plan can fail without communication. Learn why discussing intentions with family members is the most important—and most.undefinedEstate Plan Communication: Why Talking to Your Family Is the Most Overlooked Planning Step

Estate Plan Communication: Why Talking to Your Family Is the Most Overlooked Planning Step

Dont Overlook Family Communication in Estate Planning.

How Fed Rate Cuts Could Raise Your Property and Casualty Insurance Premiums and other suggestions
Los Angeles brought attention to an important issue regarding insurance claims for homeowners with mortgaged properties. Many homeowners are surprised to learn that when their property sustains structural damage, the insurance check for the full insured amount is sent directly to the mortgage lender. The lender retains the funds in an escrow account and releases them to the homeowner in installments as repairs are completed.undefinedWildfire Insurance Claims and Mortgage Payments: What Homeowners Must KnowThe aftermath of a natural disaster like the LA wildfires underscores the importance of understanding the claims process for homeowners with mortgaged properties. Effective communication with the mortgage lender, precise adherence to their requirements, and awareness of disaster relief options are critical to navigating this challenging period. Additionally, while homeowners may find some financial relief in personal property and living expense claims, they must remain mindful of their ongoing mortgage obligations. Being prepared and informed can make a significant difference in managing the recovery process after devastating events.
Wildfire Insurance Claims and Mortgage Payme...

Lower Fed rates could counterintuitively raise property and casualty insurance premiums. Learn why this relationship exists and how to review your P&C.undefinedHow Fed Rate Cuts Could Raise Your Property and Casualty Insurance Premiums
How Fed Rate Cuts Could Raise Your Property ...

Charitable Remainder Trusts can defer capital gains from asset sales while generating lifetime income. Learn how CRTs work, who benefits most, and if this.undefinedCharitable Remainder Trusts: How CRTs Can Manage Capital Gains and Provide Income
Charitable Remainder Trusts: How CRTs Can Ma...

Maintaining liquidity is critical to mitigating the impact of a downturn. One approach is dedicating funds to an interest-earning, cash-like account that covers at least a year’s expenses. This allows for flexibility without needing to withdraw investments at an inopportune time. Another option is securing a line of credit or margin loan, though current interest rates should be carefully considered before pursuing this strategy. undefinedMarket Volatility Warning Signs: How to Protect Your Portfolio NowThis strategy is most effective when a seller secures a favorable price for an asset and seeks the tax benefits of an installment sale but has concerns about the buyer’s ability to pay in full upfront. While DSTs offer potential tax advantages, they introduce additional complexity and costs, and careful consideration is necessary before implementation. One of the biggest risks is that the installment note is non-recourse, meaning that sellers cannot repossess the asset in the event that the investments fail to cover the note.
Market Volatility Warning Signs: How to Prot...

Explore more


ultra high-net-worth

fiduciary

wealth management

investing


Exclusive Resorts Ideal for Ultra-High-Net-Worth Private Business Events

Exclusive Resorts Ideal for Ultra-High-Net-Worth Private Business Events

Expert Guide to Art-Backed Lending

Expert Guide to Art-Backed Lending

Disciplined Financial Advisor Portfolio Rebalancing for Wealth Management

Disciplined Financial Advisor Portfolio Rebalancing for Wealth Management

Comparing Financial Advisor Fiduciary and Advisory Service Models for High Net Worth Clients

Comparing Financial Advisor Fiduciary and Advisory Service Models for High Net Worth Clients


Don’t Just take our word for it

  • Exceptional Financial Advisory

    Trusted wealth management firm with institutional-quality investment solutions

  • Elevate Your Wealth Management Experience

    Achieve your objectives for today, for tomorrow, and across generations with our help faster.

  • We Are Your Fiduciary Partner

    Get comprehensive wealth planning, and intelligent digital solutions for you and your family.

Optimize Your Wealth. Amplify Its Impact.