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Our Blog

Our Blog

Three Questions to Answer Before You Purchase Life Insurance

Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy—the money that the insurance company pays out in the event of the...

The Power of Charitable Remainder Trusts

Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats...

Elite Wealth Planning

  What it is and why it matters Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success. With that in mind, here’s a closer look at just what...

You Just Sold Your Business, Now What?

You’ve just sold your business. Now you’re faced with coming up with the best financial plan that will keep most of your proceeds in your pocket. To do that, you’ll need to protect your profits so that you can ensure your future as well as your family’s.   First,...

Financial Advice for Divorcees and Widows

If you’re an ultra-high net worth individual who’s dealing with the loss of a spouse either through a divorce or death, you likely have your hands full emotionally and financially. We’ve helped many of our clients through this process and have sound financial advice...

Sudden Wealth — What Should You Do If You Strike It Rich?

  If tens of millions of dollars—or more—fell into your lap tomorrow, what would you do? Sudden wealth isn’t a common or reliable way to get rich, but it can and does happen. Some big drivers of sudden wealth include: • Selling your company • Winning the lottery •...

Second-Opinion Service

Badii Group Private Wealth Management Second-Opinion Service Exclusively for friends, family and associates of our valued clients In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with...

Financial Health for People with $5 Million-Plus

You’ve probably already heard that $5 million is the new $1 million. The millionaire club isn’t what it used to be. It takes more wealth today to reach the type of financial health and freedom most of us desire. But, secure financial health for people with $5...

Sound Financial Secrets of Wealthy Families

If you’re part of the 1% club or working hard to get there, you might want to learn more about the sound financial secrets of wealthy families. The wealthy each have their own idea of what’s made them successful. But, there are many common threads that most would...

3 Things That Are Damaging Your Family’s Financial Position

You’ve accumulated a large amount of wealth, but does your financial portfolio look its best? Most of us want to give our families the best that life has to offer for them. So, it’s important to avoid these three things that are damaging your family’s financial...