by ICONadmin | May 6, 2016 | Uncategorized
Not all of your advisors can provide the financial services you need. Making informed financial decisions requires clarity and confidence. Here we look at the differences between an Investment Firm, a Private Banker, and an Independent Financial Advisor when it comes...
by ICONadmin | Nov 16, 2015 | Uncategorized
Kevin explains how delivering “peace of mind” to HNW clients ensures success:
by ICONadmin | Oct 13, 2015 | Uncategorized
Kevin Smith explains the work we do on InvestmentExecutive.com: Transitioning to a Family Office Business Model
by ICONadmin | Oct 13, 2015 | Uncategorized
Planning is great, but limited. Unfortunately, because of the pace of change, plans become outdated the day after they are created. While there may be some indicators and ideas that are useful, the only thing that’s truly relevant are a series of Financial Life...
by ICONadmin | Mar 27, 2015 | Uncategorized
The most precious asset we have is our Life’s Time – the pursuit of a fulfilling life that includes the peace of mind and clarity that everything is alright. Money – a piece of paper, with numbers and words printed on it claims a large percentage of our...
by ICONadmin | Mar 26, 2015 | Uncategorized
A typical traditional estate plan results in the following: Too much tax being paid Asset liquidation in order to pay these taxes Confusion and disorientation of beneficiaries (and remaining spouse) Regret and unnecessary asset loss How can it be the most beneficial...
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