By Steven M. Rogé Managing Director & Chief Investment Officer You did it! You’ve tilted the tables and have some additional cash flow. But where or how should you prioritize what to save for, and where should you save it? We have some helpful tips that should set you in the right direction. Think of...Read More

How to Educate Children of Wealthy Families In every family, educating children presents a challenge. The challenges, opportunities, and responsibilities in deciding how to educate children of wealthy families are no greater than those experienced by families who are less wealthy, but they are unique unto themselves because of the circumstances. Knowing how to teach...Read More

July 17, 2013 | Long Island Business News When it comes to setting up a non-grantor, non-distributing trust, New York State does not make it easy. Tax restrictions here often inspire high-net-worth individuals and their advisers to seek solutions out of state. Diefendorf Capital Planning Associates found such a solution in South Dakota. “We wanted to...Read More