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What is Your High-Net-Worth Personality?

September 15, 2022

Let's Identify Your High-Net-Worth Personality.

One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really “get” what you want your money to accomplish and why.

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Trump Accounts for Kids: Should You Open One, or Are There Better Options?

By Walter Storholt • July 9, 2026

In this episode of Legacy Beyond Wealth, Rob breaks down how the new Trump Accounts compare to 529 plans, Roth IRAs for kids, and UTMA/UGMA custodial accounts.

business giving

Donor-Advised Fund or Private Foundation? Choosing the Right Giving Vehicle After an Exit

By Walter Storholt • July 2, 2026

A business sale can create an opportunity to make a lasting impact through charitable giving, but choosing the right approach requires more thought than many people realize.

business exit planning

The Business Exit Nobody Regrets: Why Wealth Is Not the Goal

By Walter Storholt • June 25, 2026

Selling a business is often viewed as a financial milestone, but the real challenges begin after the deal closes. In

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