Sign up for Navigator – A GPS for Your Wealth

Get the information you need to navigate market cycles and help you make the most of your wealth. As wealth advisors to high-net-worth individuals and families since 1967, we have helped our clients preserve and increase their asset base through changing markets, new tax laws and shifts in interest rates.

Our digital quarterly, Navigator, focuses on key opportunities provided by the current market environment. What our experts have written about recently:

• Reducing portfolio risk while staying nearly fully invested
• The advantages of intra-family loans done right
• Selling greatly appreciated assets without a huge tax bill
• Inexpensive ways to fund a trust for your next generation
• Real estate opportunities in a cooling market
• Why hedge funds are not actually a hedge
• How we analyze ESG and impact investments

YES, sign me up for Navigator, so I can get LNWM’s latest-thinking on investing and making the most of my wealth.