“Staying organized and informed should be a mainstay of wealth management…it makes it easier to share philanthropic and overall financial priorities within the family.”Download Paper >
“The kind of structure and information that fuels decision making in a business must be brought to bear on personal finance.”Read Full Article >
Lake Street shares expertise on issues that are central to the families we serve and that reflect our approach to managing wealth. Here you’ll find some recent news articles and papers based on our team’s insight.
Preparing For The Inevitable: 3 Keys To Estate Planning For Female Entrepreneurs
The Entrepreneur’s Legacy: Preparing Family Finances for a Business Owner’s Passing
Year-End Planning, Year-Round Giving: Checking In on Structured Philanthropy for Net Worth Individuals