Planning

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.

Jun 26, 2026 · 7 min

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.

Nov 4, 2025 · 2 min

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?

Jun 25, 2025 · 3 min

Graduation Season: Financial Planning for New Grads and Their Families

Graduation marks a significant milestone but also signals the start of new financial responsibilities.

May 14, 2025 · 5 min

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.

Apr 18, 2025 · 4 min

Turning Philanthropy into a Family Tradition: Engaging the Next Generation in Giving Back

Why Family Philanthropy Matters

Feb 28, 2025 · 5 min

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.

Jan 24, 2025 · 4 min

"Turning Setbacks into Strength: Navigating the Financial Fallout of a Layoff"

Nov 4, 2024 · 6 min

“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.

Nov 1, 2024 · 2 min

Planning a wedding is an exhilarating yet often costly endeavor.

May 14, 2024 · 3 min

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.

May 17, 2023 · 3 min

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:

Apr 7, 2023 · 2 min

New Year’s ‘Financial’ Resolution

Amid all the negative news 2020 brought us, there are many valuable lessons to be taken away from all the turmoil it has caused. In a year that was wrecked by a global pandemic, locked us in our homes away from friends and family, forced significant stress from the wild market gyrations, and threatened our jobs with the economic uncertainty;

Jan 12, 2021 · 3 min