Our users are sometimes left struggling to choose between two very closely matched wealth managers, but if there are good reasons for splitting your portfolio then you can indeed go with both.

Christian Armbruester, Chief Investment Officer at Blu Family Office, explains six precepts that will help potential wealth management clients feel more confident about getting started. […]

Money can be a huge cause of tension for couples, but a lot of trouble can be avoided by understanding the emotional roots of our attitudes and having frank discussions facilitated by a third party.