Wealth Architects | July 22, 2026
Giving back has long been part of the Wealth Architects DNA, from the Second Harvest matching gift to Project Cornerstone to the Moonlight Run. Last year that instinct got a name: the Wealth Architects Impact Team, a firm-wide effort to roll up our sleeves and do hands-on work in our community.
Wealth Architects | July 24, 2025
Trust Planning Starts With a Roadmap and Clear Roles First, determine who needs to be involved. As Ellen put it, “Not just who’s on the bus, but making sure that the right people are in the right seats on the bus.” These roles can include trustee, private professional fiduciary (PPF), case manager, financial advisor, accountant
Wealth Architects | October 18, 2024
With the rise of remote work and employers increasingly accommodating relocations to retain talent, individuals are evaluating various factors in these decisions – including tax implications. While many are drawn to lower costs of living or proximity to family, the potential to reduce taxes is also a major factor. The webinar featured Larry Pon, a
Wealth Architects | April 17, 2024
What’s the most important thing in your life that you haven’t made enough time for? It never feels like the “right time” to take a sabbatical from work because we tend to feel already like we’re short on time. If you’re like most of us, the last person in line for our own time is…ourselves.
Wealth Architects | October 20, 2023
For over 50 years, Labor Economist and Stanford University Professor Emerita Myra Strober has been investigating the financial, psychological and relational implications of major life decision-making. Together with former student and social innovation leader, Abby Davisson, they developed a framework for navigating complex conversations and decisions pertaining to our personal and professional lives.
Wealth Architects | September 28, 2023
We sat down with Chief of Staff Clegg Hubbell to ask him about his approach to the Wealth Architects Learning & Development (L&D) program he has been leading and how it benefits our clients, partners and associates.
Wealth Architects | January 5, 2021
For those with a large position in a publicly-traded company, it’s rarely straightforward to simply diversify. What if the stock appears to have much better prospects for growth than the market? What if there are complex tax implications for selling the stock? What if selling the stock creates a perception problem with company employees or
Wealth Architects | October 30, 2020
When we experience stress, we often get the impulse to “do something” to help relieve it. As citizens, we can vote for leaders who share our values. As capitalists, we can invest our money in companies that share our values. Indeed, aligning one’s investments with one’s values is a core piece of our work at
Wealth Architects | October 9, 2020
1. Distill your motivation for giving. Before drilling down into the specifics of your giving plan, start with the big picture. What is it that really inspires you to be charitable? Begin this process by reflecting and reconnecting with those experiences that instilled in you a desire to give back. Are you motivated by a
Wealth Architects | July 8, 2020
Planning elderly care for yourself or your aging parents is never an easy topic, and because of that, it can be tempting to push it off for as long as possible–until it’s suddenly urgent, rushed, and incredibly complicated.
