Stay connected and up-to-date on our latest news and insights.

Teamwork

One of the challenges we’ve had to overcome as a team is that all of us live in separate locations across the country. Welcome to the 21st century of virtual teams!

Insight, EngagementCynthia CalderonJune 18, 2019team, relationships, communication, trust, financial planning, wealth management, family office, technology, life management, financial services, family governance, advice

Sierra Nevada Top 20 Powerful Women

I was privileged to attend the recent award ceremony for the 2019 Sierra Nevada Top 20 Most Powerful Women hosted by the Northern Nevada Business View. I was genuinely impressed by the significant turnout of over 500 attendees, of course, mostly women but also a number of men in support of women.

Events, Insight, EngagementLauraJune 5, 20192019, financial planning, wealth management, family office, event, inspiration, women, empowerment, business