Do You Really Need a Family Office? Key Questions for Modern Wealthy Families
As wealth grows in complexity, families must decide whether a family office framework can bring better coordination and clarity to their financial lives. This perspective from Duncan Williams Asset Management walks through how to assess your assets and family dynamics, define what functions you need, and choose among embedded, outsourced, hybrid, or single-family office models. It also emphasizes grounding the entire structure in a shared vision of purpose and legacy.
Holiday Optimism and Market Reality: Navigating November’s Seasonal Strength with Discipline
November is often seen as a bright spot for the stock market. Increased holiday shopping and year-end moves by big investors tend to give the market a boost.
Family Governance: Keeping Wealth Across Generations in Memphis and the Mid-South
Let’s talk about something close to home for so many Memphis and Mid-South families: how do you make sure your hard-earned wealth lasts—not just for your kids, but for generations?
Graduation Season: Financial Planning for New Grads and Their Families
Graduation marks a significant milestone but also signals the start of new financial responsibilities.
The Future of Work: Implications for Financial Planning
As we move through 2025, the world of work is undergoing rapid transformation, with significant implications for how individuals and families should approach financial planning.
Turning Philanthropy into a Family Tradition: Engaging the Next Generation in Giving Back
Why Family Philanthropy Matters
From Holiday Cheer to Financially Clear: Conquering Debt in 2025
The holiday season always fills me with joy and excitement, but I know how easy it is to get carried away with the spirit of giving and end up with a financial hangover.
"Turning Setbacks into Strength: Navigating the Financial Fallout of a Layoff"
“Absent many surprises, stocks are relatively predictable over twenty years. As to whether they will be higher or lower in two to three years, you might as well flip a coin to decide.” - Seth Klarman.
Planning a wedding is an exhilarating yet often costly endeavor.
Challenges Women Face in Financial Planning
Regarding financial planning, women often face unique challenges and obstacles that can affect their ability to achieve their financial goals.
Financial planning is an essential aspect of life at any age, and it becomes imperative as we approach our 40s.
At this stage of life, many people are in the prime of their careers and may have acquired significant assets. Here are some critical steps to consider when developing a financial plan for your 40s: