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Our Blog

Our Blog

Four Ways the Super Rich Manage Their Wealth

The self-made Super Rich—people with a net worth of at least $500 million that they built through their own hard work—often possess a treasure trove of knowledge, insights and actionable strategies that the rest of us can adopt in our own lives to enhance our success....

Work Smarter—Not Harder!

Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not...

Estate Planning: Don’t Forget Your Pet!

If you are part of the 68 percent of U.S. households that own a pet1, you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to...

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...