Papers Archives

Funding the Grandkids’ Education

Paying for the grandkids’ education can be extremely fulfilling in and of itself, but it’s also a gift that can play a role in estate planning. ...

Investment Management

LNWM Q2 Commentary: The Long View on 2022

The market regime change we pointed to in January seems to be in full swing, hastened by the invasion of Ukraine. We analyze what this might mean fo...

Family and Finance

Family Meetings: Creating a Foundation for Success

Bringing different generations together to discuss values, the stewardship of wealth, and aspirations is not easy. But LNWM Director Lauren Martin h...

Family and Finance

Do You Have a Plan C? Planning for Incapacity

It can happen to the best of people at the worst of times: not being able to make decisions for yourself due to accident or illness. LNWM Director M...

Investment Management

LNWM Quarterly Commentary Q1 2022: Navigating Transition

Many catalysts are in place to drive a change in market regime in 2022. We explore what those are, what the potential effects on the markets could b...

Investment Management

Investing in Planet AND People

How we worked with Calvert Research & Management to create two new ways to invest for social impact, plus our new environmental investing solution.

Family and Finance

Why Wealth Management

Wealth management is a broad and challenging undertaking that aligns life vision and assets, often over many generations. Find out how LNWM’s holi...

Investment Management

LNWM Quarterly Commentary: Let the Good Times Roll…

We don’t need to know when the good times for the markets will actually end. LNWM CIO Ron Albahary explains why and how our investment process and...

Family and Finance

Multi-Generational Wealth: Guidelines and Guardrails

Find out how we work with families to help them thrive from one generation to the next. Three LNWM Directors, Teri LaMar, Lee-Norah Sanzo, and Jeff ...

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