Our Blog

Our Blog

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...

Why You Need a ‘Business Plan’ for Your Family

When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families. Your family may...

The Value of Multigenerational Family Meetings

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact...