Unlock Your Potential

Connect with us today to learn more.

Let's Connect

Robertson Stephens Wealth Management, LLC. logo
The 'One Big Beautiful Bill' passed key committee hurdles. Explore the provisions most likely to impact high-net-worth families, including estate tax and.undefinedOne Big Beautiful Bill: Legislative Update on Proposed Tax Changes Affecting Wealthy Families

One Big Beautiful Bill: Legislative Update on Proposed Tax Changes Affecting Wealthy Families

Latest Wealth Tax Proposals: Impact on Affluent Families Explained

Wildfire Insurance Claims and Mortgage Payments: What Homeowners Must Know and other suggestions
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 ...

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...

The NBA gambling scandal highlights a misunderstood tax issue: how gambling income and losses are reported. Learn how the IRS treats gambling winnings and.undefinedGambling Income and Taxes: What the NBA Betting Scandal Teaches Every Taxpayer
Gambling Income and Taxes: What the NBA Bett...

Areas of Expertise Fiduciary Wealth Management Comprehensive Financial Planning Entrepreneurs, Business Owners, and Tech Executives Equity Based Compensation—RSUs, ESPPs, ISOs and NSO, and concentrated stock positions Thematic Social Impact Investing Environmental, Social, and Governance (ESG) IntegrationundefinedVisit Our Office in New York
Visit Our Office in New York

Explore more


ultra high-net-worth

fiduciary

wealth management

investing


Financial Advisor Insights for Ultra High Net Worth Legacy Lifestyle Planning

Financial Advisor Insights for Ultra High Net Worth Legacy Lifestyle Planning

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

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

Philanthropic Planning Services at Robertson Stephens Wealth Management: Aligning Wealth With Purpose

Philanthropic Planning Services at Robertson Stephens Wealth Management: Aligning Wealth With Purpose

Strategic Tax-Loss Harvesting for High Net Worth Wealth Management Experts

Strategic Tax-Loss Harvesting for High Net Worth Wealth Management Experts


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.