Insight

Q3 2024 Wealth Strategy Insights
Allison Stratton Allison Stratton

Q3 2024 Wealth Strategy Insights

Why You Need a Social Media Policy

As a former Single Family Office Executive, I’ve had the privilege of experiencing life’s many milestones alongside the families I’ve served. From welcoming new family members to organizing funerals and everything in between—marriages, divorces, and even handling crises, I’ve experienced it all. But amidst those responsibilities, there’s one moment that stands out as the worst: hearing the news that a family’s child has been kidnapped.

Read More
Q2 2024 Wealth Strategy Insights
Allison Stratton Allison Stratton

Q2 2024 Wealth Strategy Insights

The Strategic Advantage of Long-Term Thinking in Multigenerational Families Rus Miller Director of Family Office Services Parallel Advisors

As the youngest of five children, I experienced firsthand the consequences of a family lacking a focus on the future. In my youth, my family could be described as an "Emerging Wealth" family, teetering on the cusp of generational wealth. My parents built a thriving real estate business in Southern California, owning a brokerage firm with over 30 agents, a mortgage brokerage, and more than 50 single-family rental properties.

Read More