Dear Friends,

We have much to be grateful for as we start to close out a busy and exciting year for Wealthaven and head into this holiday season! With the addition of Susan Hartley Moss in the summer, we have expanded our senior team and increased the depth of expertise in trusts, family offices, and foundations. I am particularly grateful for Susan’s partnership, patience and thoughtful approach to our advisory work. We are also thankful for the insights we are able to give and receive in our daily work with clients. Truly, each interaction provides new perspectives on human behavior, markets and mindsets. The Fall always brings conferences and in the last few weeks, we have presented on a number of topics and had some great discussions with other thought leaders which will shape our writing and advisory work into 2017. Stay tuned!

We wish you much joy in the coming holidays and hope you are able to find time to reflect, give thanks and savor life’s gifts.


2016 End of Year Review
As we quickly approach December 31st, it is important to review how to save the most in 2016 – and how best to prepare for 2017.
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Cybersecurity and the Family
Criminals are smart and adaptive. They have discovered the family office industry and are looking to exploit any vulnerability.
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Gamification can improve your family engagement and education. What is it?
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5 Techniques to Prevent
Family Breakdowns

With the holidays around the corner, preventing family breakdowns is crucial to enjoying this time with family and friends.
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Trustees: Risk Mitigation and Best Practices
Trustees are held to the highest fiduciary duties under law. Understanding the risks and responsibilities is critical before serving as trustee.
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Choosing the Right Advisor-
A Framework for Evaluation

Practical, time-tested benchmarks amid presidential election news and how to keep your “peace of mind” throughout all the craziness that can consume us!
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