The Dollar Is Losing Value—Should California Residents Consider Rare Assets? What the 1991 Isdera Imperator Auction Teaches Us About Wealth Preservation and Estate Planning

The Dollar Is Losing Value—Should California Residents Consider Rare Assets? What the 1991 Isdera Imperator Auction Teaches Us About Wealth Preservation and Estate Planning

If you’re a California resident watching the U.S. dollar drop to four-year lows—down over 3% in recent weeks and more than 10% throughout 2025—you may be wondering: How can I protect my... Read more »
‘Members Only: Palm Beach’ Star Taja Abitbol Reveals the Ultimate Symbol of Wealth in a Home

‘Members Only: Palm Beach’ Star Taja Abitbol Reveals the Ultimate Symbol of Wealth in a Home

“Members Only: Palm Beach” star Taja Abitbol is a well-heeled member of an elite social circle where money always talks. Yet, when it comes to the ultimate sign of a person’s privilege,... Read more »

Meta’s $115-135 Billion AI Investment: What You Need to Know About Tech Industry Wealth and Estate Planning

If you’re a California resident with ties to the tech industry—whether you work at a major company, hold tech stocks, or have family members in Silicon Valley—Meta’s massive capital expenditure announcement reveals... Read more »
John Mulaney’s Financial Support of Family: What California Families Can Learn About Estate Planning and Generational Wealth Transfer

John Mulaney’s Financial Support of Family: What California Families Can Learn About Estate Planning and Generational Wealth Transfer

For California residents navigating complex family dynamics—especially those in blended families, supporting extended relatives, or managing multi-generational wealth—comedian John Mulaney’s recent revelation about financially supporting his wife Olivia Munn’s Vietnamese family offers... Read more »
Warren Buffett’s Son Didn’t Know His Father Was a Billionaire Until His 20s: What California Families Can Learn About Wealth Transfer and Estate Planning

Warren Buffett’s Son Didn’t Know His Father Was a Billionaire Until His 20s: What California Families Can Learn About Wealth Transfer and Estate Planning

If you’re a California resident managing significant assets or planning how to pass your wealth to the next generation, Warren Buffett’s approach to family wealth offers powerful lessons about discretion, values, and... Read more »
South Florida  Million-Plus Luxury Home Sales Hit Four-Year High—Fueled by Surging Wealth Migration

South Florida $10 Million-Plus Luxury Home Sales Hit Four-Year High—Fueled by Surging Wealth Migration

The South Florida luxury real estate market had a banner year in 2025, posting the second-highest number of $10 million-plus home sales in the region’s history, driven by an influx of wealthy... Read more »
How to Avoid Hiring a Private Fiduciary: Smart Strategies to Limit Estate Representative Powers and Preserve Your Family’s Wealth

How to Avoid Hiring a Private Fiduciary: Smart Strategies to Limit Estate Representative Powers and Preserve Your Family’s Wealth

Published January 12, 2026 | Original Source: CEB Articles Who This Guide Is For If you’re a parent with minor children planning your estate, you face a unique challenge: How do you... Read more »
Proposed California Wealth Tax Scares Away Billionaires

Proposed California Wealth Tax Scares Away Billionaires

Billionaires are leaving California in droves in the face of a ballot initiative seeking to place a 5 percent tax on their wealth.  At least six dozen billionaires left the Golden State... Read more »
Google Billionaire Larry Page Snaps Up 2 Miami Mansions for 3 Million—After Moving Business Out of California Amid Wealth Tax Threat

Google Billionaire Larry Page Snaps Up 2 Miami Mansions for $173 Million—After Moving Business Out of California Amid Wealth Tax Threat

Billionaire Google co-founder Larry Page has reportedly splashed out more than $173 million to snap up two mansions in the tony Miami enclave of Coconut Grove—days before it was claimed that the... Read more »
Britain’s ultra-wealthy exit ahead of proposed non-dom tax changes

Britain’s ultra-wealthy exit ahead of proposed non-dom tax changes

Street scene in Old Bond Street, Mayfair, London, United Kingdom. Pawel Libera | The Image Bank | Getty Images LONDON — Monaco, Italy, Switzerland, Dubai. They’re just a few of the destinations... Read more »