Viewpoints

Viewpoints is Beacon Hill Private Wealth’s library of articles on financial planning and long-term investing. We publish practical, research-informed guidance to help individuals and families think more clearly about long-term financial decisions.

Topics commonly covered include:

Retirement planning and distribution decisions
Tax planning and after-tax strategy
Estate planning and legacy considerations
Risk management and wealth protection
Charitable giving and philanthropic planning
Behavioral finance and decision-making
Investment management principles

Use the categories below to explore topics most relevant to your situation.

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Some readers find it helpful to explore how these planning concepts relate to their own circumstances. If that would be useful, you’re welcome to request a brief introductory conversation to discuss fit and approach.

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Effective Retirement Planning for Wealthy Families

May 13, 2024 Estate Planning Investment Management Protecting Wealth Retirement Planning Most Read

Explore sophisticated strategies for retirement planning tailored to affluent families in our latest blog post.

Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program

March 11, 2024 Investment Management Protecting Wealth Risk Management Most Read

Preparing for a business valuation doesn't have to be complicated. This quick guide will help you understand the methods and steps required to calculate the value of a business.

Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce

May 6, 2021 Protecting Wealth Risk Management

Divorce is a life-altering process no matter your net worth. If this is something you may be going through, there are a few things you can do now to help protect your financial wellbeing.

A Federal Wealth Tax Has Been Introduced in the Senate. Here's What Affluent Families Need to Know

March 4, 2021 Estate Planning Protecting Wealth

On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.

A Guide to Understanding the Complexities of Equity Compensation

February 18, 2021 Protecting Wealth Retirement Planning Risk Management Most Read

Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.

Planning for Uncertain Times

November 4, 2020 Investment Management Protecting Wealth Retirement Planning Risk Management Tax Planning Most Read

With last night’s election and ongoing health and economic concerns related to COVID-19, uncertainty remains high, as it has for most of 2020. Unfortunately, this is likely to continue well into 2021 on health, financial and societal fronts. As investors, it’s never enjoyable to navigate periods like this, so we wanted to step back and reinforce our perspective on financial markets as we head into the close of 2020.

Working With a Physician-Friendly Advisor Is Crucial for Healthcare Professionals. 4 Signs to Look For When Choosing an Advisor

October 15, 2020 Protecting Wealth Most Read

As a medical professional, you work, live and breathe your profession. Your job is demanding, your financial situation is complicated and you need someone who can take the reins and guide you from residency to retirement. While searching for the right financial advisor for you, ask questions about your unique financial concerns, gather recommendations from your peers and find someone who will be in it for the long-haul.