Our Blog

BW Insights

Family standing in front of an exposed brick wall discussing their values.
  • Insights, Mindset

How to Design a Values-Based Family Charter

Read More
  • Insights, Legacy

What Is a Family Trust and Do You Need One?

Man sitting at a desk working with a tablet and digital pencil.
  • Insights, Legacy

Advice on Starting a Conversation About Generational Wealth

Smiling man in a blue button up shirt sitting on the bow of a boat.

Join Our Mailing List

Enter your email address below to receive news and insights delivered right to your inbox.

Man in a blue suit sitting at a desk and gesturing for someone to sit down.

How a Local Scottsdale Investment Firm Can Help Your Strategy

Man meeting with his financial planner after a divorce.

Steps You Should Take When Financial Planning After Divorce

Man sitting at a desk in front of monitors displaying charts.

Insights from the Team: Our 2025 Q3 Investment Review

Successful female businesswoman sitting at desk while holding her glasses.

Exit Planning Tips for Phoenix Entrepreneurs

Smiling businesswoman walking on an outdoor patio.

Succession Planning for Private Business Owners

Group of businesspeople meeting in a board room discussing retirement planning.

Business Owner Retirement Planning: 5 Essentials

Couple assessing their finances on a laptop while sitting on a couch.

7 Estate Planning Mistakes High-Net-Worth Families Make in Scottsdale

Businessman walking down a sidewalk while looking at his phone on a fall day.

Keys to Designing Wealth for Lifestyle, Not Just Legacy Planning

Smiling parents having a discussion at the kitchen table with their son.

How to Talk to Your Children About Inheritance

Load More

Begin building your future now by working with us today

Start Your Journey