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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.

Taxes Blog

2020 Year-End Tax Planning Ideas

With the elections and 2020 almost behind us, this issue of The Financierge focuses on the exciting topic of year-end tax planning.

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Life Blog

Life Can Be a Risky Business

Today’s Financierge takes on these ever-changing realities of risk that affect our money, our family, our businesses, and everything in between.

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Time and Money Blog

Estate Planning and the Potential Impact of the 2020 Elections

Dear Clients and Friends, In this issue of The Financierge, we are going to provide a refresher on some estate planning basics, talk about the …

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Why Is This a Good Time to Plan?

Dear Clients and Friends, On behalf of The Bahnsen Group, we want to thank all the COVID-19 helpers and heroes worldwide. We are confident that …

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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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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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