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The Financierge reflects the diversity of services and thought leadership we provide our clients. Not only do we guide our clients through all the phases of their financial needs, but we also do so in a context that is holistic and comprehensive. We devote as many resources to being consultative planners as we do being quality investment managers, integrating the accumulation, preservation, and transfer phases of wealth management.

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How Financial Concierge Services Can Benefit You

Dear Valued Clients and Friends, In this edition of The Financierge, we discuss our holistic and comprehensive Financial Concierge Services and provide eight perspectives from …

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Do You Have a Business Succession Plan?

Dear Valued Clients and Friends, In this issue of The Financierge, we focus on business succession planning that helps business owners determine their goals, enhance business …

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Family Governance – A Key to Successful Multigenerational Wealth Transfer

Dear Valued Clients and Friends, In a study by the Family Office Exchange, families were asked about their view of the greatest risk to their …

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Do You Have a Wingman or Wingwoman?

Dear Valued Clients and Friends, As a former management consultant and C-level executive, I spent a considerable amount of time learning the art of strategic …

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2019 Tax Planning Strategies

Dear Valued Clients and Friends, For centuries, civilization like the Greeks, Egyptians, and Romans taxed their citizens to pay for services delivered to their communities. …

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Live and Leave a Legacy

Dear Clients and Friends, We are blessed by the extraordinary legacy that George H. W. Bush, the 41st President of the United States, left when …

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Cheers to Your Health, Wealth and Wisdom!

Dear Clients and Friends, Happy New Year! As I look at this picture of Queen Elizabeth II and former President Ronald Reagan, I am reminded …

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2018 Year-End Tax Planning Strategies

Dear Valued Clients and Friends, The U.S. Constitution (including 27 amendments) has 7,591 words, Tolstoy’s War and Peace has 587,287 words, the Bible about 800,000 …

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About the Author

Don B. Saulic

Managing Director, Partner

Don is a Partner in the team’s Private Wealth Management practice specializing in helping affluent families develop comprehensive strategies for all phases of wealth accumulation, preservation, and transfer.

He also leads our Financial Concierge Services platform of professional alliances and serves as the editor of The Financierge.

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