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Wealth Planning
Aligning your ambitions with our expertise
to build a lasting financial legacy.
Navigating marriage, parenthood and divorce
Answering the financial questions of the rising generations
October 22, 2025• Rising Generations, Wealth planning
Navigating marriage, parenthood and divorce
Contributors
Daniel Blaustein
Senior Vice President•Director of Financial Planning & Senior Financial Planning Strategist
Beth Mayfield
Managing Director•Senior Relationship Manager & Head of Atlanta office
Nicole Granger
Senior Vice President•Senior Financial Strategist
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Rising Generations
Navigating new wealth with confidence
Building wealth today doesn’t always look traditional. Maybe your net worth is made up of stock options and other equity compensation, real estate or other future financial windfalls. That kind of opportunity can be exciting—but it also comes with real decisions around risk, liquidity, taxes, and what comes next.
Wealth planning
Beyond the portfolio: Acquiring, maintaining and protecting tangible assets
Whether you’re building your own art collection, inheriting family gems, or just want to make the most of what you own, our experts will break down practical tips to help you assess, manage, and safeguard your tangible assets.
Retirement Planning
Trump Accounts
Designed to help children build savings early with tax-deferred growth, Trump Accounts offer a new way to support long-term financial goals. Families interested in Trump Accounts should keep several important considerations in mind.
