Bill High
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Wealth Management

Family Legacy Friday, December 13 link icon

No, Really, What Are Your Assets Under Management?

When was the last time you tallied your assets under management? It’s often abbreviated AUM. It’s a term that financial advisors use…

Family Business Tuesday, July 9 link icon

Family Offices Continue to Grow

Family offices are increasing in number and in influence, with a rapid increase in assets. Ernst and Young estimated in its 2016…

Culture Commentary Thursday, April 18 link icon

Empathy Carries More Weight Than A Big Brand

What do wealthy and even super-wealthy clients look for in an advisor? An institutional brand with a deep bench? Merrill Lynch? BNY…

Culture Commentary Friday, April 5 link icon

Seven Key Mistakes Wealthy People Make

Sometimes we hear of those with wealth and it’s hard to imagine them making a mistake. But Simone Foxman of Bloomberg surveyed family…

Giving Strategies Friday, March 23 link icon

How Donor Advised Funds Benefit Advisors

There’s a new day coming for donor-advised funds. For nearly 18 years, the Servant Foundation affiliated with the National Christian Foundation. Over…

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Copyright ©2023 Bill High. All Rights Reserved. Website by Josh Motlong.
  • About
    • ← Back
    • Welcome
    • Professional Background
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  • Legacy
    • ← Back
    • What is Legacy?
    • Legacy for Families
    • Legacy for Advisors
  • Speaking
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    • Articles & Guides
    • Partners
  • Blog
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