Aspiriant

Transform your financial complexity into a clear plan, starting with the right tools. Download Aspiriant’s personal financial statement template. https://buff.ly/2Z2zMTO

Aspiriant's Kelly Cruz recently spoke with The San Francisco Chronicle about how Prop. 19 will impact the rules for #transfers of #property and how California-based families can start preparing now.

Managing Director Sandi Bragar appeared on Yahoo Finance'sThe Final Round yesterday, speaking about the markets, volatility and Aspiriant's long-term investment strategy.

Rather than play the game of Whoever dies with the most wins, a goals-based approach to wealth management connects an investor’s goals with how their portfolio is allocated. Women particularly gravitate to this approach. Linda Kitchens, a director in wealth management and partner at Aspiriant, describes the steps to this type of planning on our blog fathom.

Our Managing Director, @sandibragar, recently had the chance to speak with @businessinsider about how #investors should be positioning their #portfolios for the next 7-10 year #market #cycle.

Whether you find yourself unemployed from your own choosing or because of the economic downturn, learn how to best manage your money during this period of upheaval on fathom.

Bret Magpiong is a partner and Chief Practice Officer at Aspiriant. Working out of the firm’s LA headquarters, he is responsible for running the Total Wealth Management and Exclusive Family Office service offerings encompassing service delivery, client growth, and growth of the firm’s client service professionals - across the country. Throughout his career, he is proud to have provided strategic vision and financial management for some of the most successful families and entrepreneurs of the past few decades and enjoys creating financial clarity and peace of mind in the lives of successful people. Read more about Bret here: https://buff.ly/3iADVV7

Women are presented with unique financial challenges, but with that comes unique strengths to leverage for building wealth. Research shows that family responsibilities, longer lifespans, socialization with money, brain chemistry and other individual experiences shape the way women manage and invest money. Hear from our female partners about how we provide clarity and peace of mind along financial journeys.

A strong understanding of personal financial management can be a key component of a teen’s progression into adulthood. This summer, Aspiriant hosted a 3-part webinar series focused on financial planning for teens. Please click the link to sign up and watch the series. https://buff.ly/3glzOLX

Have a taxable estate? Find out why you should review your estate plan with your wealth manager before the election.

Our managing director Sandi Bragar appeared on CNBC's Worldwide Exchange today, speaking about opportunities in today's environment and how we structure investment portfolios.

Our CEO Rob Francais shares his thoughts for engagment stratgies with clients and colleagues in this uncertain time on Barron's The Way Forward podcast.

Our CEO Rob Francais spoke with Wealth Management about which succession model is right for RIA firm founders.

Aspiriant's National Technical Tax Director, Raymond Edwards, was featured in Financial Advisor Magazine about the new payment plan option for individuals with especially high tax debt.