Kristina was recently honored with a San Antonio Business Journal 2023 C-Suite award. She speaks about what it takes to be a great leader is…

Grief is a complex topic that is often difficult to discuss. In part one of this two-part series, we will examine how having a plan…

For the last 16 years, a typical 60/40 portfolio (60% stocks and 40% bonds) didn’t work that well. But times have changed. Discover how credit…

Every year, Congress must pass budget legislation for the next fiscal year by October 1st, consisting of 12 appropriation bills. Congress currently has not yet…

We are excited to announce the addition of Trina R. Cochran, CPA, CGMA® to our team as our Controller. Trina was recently recognized for her…

In our last legacy article, we examined what it looks like to be a good steward of your wealth. Now let’s look at building your…

50/30/20 Budgeting Method - Budgeting Rule of Thumb

Julie was recently featured in San Antonio Business Journal's People on the Move publication for her role of General Counsel | Chief Compliance Officer at…

Stewardship has many definitions, making the topic seem overwhelming and sometimes leading to more questions than answers. Discover what it means to be a good…

The continuity, vitality, and success of a family office hinge upon the active engagement of rising generations. Discover how cultivating succession can lead to a…

With so many distractions in the world today, giving advice to young adults matters now more than ever. However, too much advice can overwhelm your…

Our Chief Financial Officer | Chief Operating Officer, Kristina G. Craig, CPA CGMA® was recently awarded with San Antonio Business Journal's 2023 C-Suite Award. This…