Private Wealth Blog

As an essential element of your overall wealth management and financial strategy, estate planning ensures that you have a plan in place to distribute your home, assets and possessions.

As we start a new decade, I thought it would be beneficial to start a blog highlighting some of the topics we talk about at Live Oak Private Wealth.

Download the final letter of 2019 to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.

Download the full third quarter 2019 letter to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.

Live Oak Private Wealth, a company dedicated to providing high-net-worth individuals and families with the wealth and investment management strategies they need to pursue their financial goals, has launched trust and estate planning services for its clients.

Making the decision about whom to appoint as trustee deserves careful consideration. It may surprise you to learn that it’s often best to appoint a non-family trustee.

Download the full second quarter 2019 letter to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.

Download the full first quarter 2019 letter to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.