Recent Posts from Sandy Leon

What’s at Risk During COVID-19 for Successful Individuals and Families

Private Client 5 min read July 30, 2020 What’s at Risk During COVID-19 for Successful Individuals and Families In this time of pandemic successful individuals and families are adjusting to a new normal largely …

In a Tightening Insurance Market, Details Matter

4 min read October 17, 2019 In a Tightening Insurance Market, Details Matter In the U.S., climate change is having negative effects from coast to coast. Scientists, government …

Brokers Are a Quintessential Part of the Family Office Advisors Team

Private Client 5 min read September 27, 2018 Brokers Are a Quintessential Part of the Family Office Advisors Team Building a talented team of advisors for a family office, from estate planning attorneys to wealth …