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In 90 focused minutes, this executive financial pressure test can help you identify where risk may be quietly building, where concentration or timing could limit your options, and where a future decision is approaching without a plan. That awareness allows your advisory team to help do the heavy lifting—analyzing scenarios, coordinating across specialists, and preparing clear options—before urgency or stress sets in.
Rusty and Alex share Hilltop’s thoughts on the outlook for AI, international equities, the labor market, and more.
In 2026, protecting family wealth isn’t about bold financial moves. It’s about clarity, continuity, and thoughtful stewardship.
Here are five foundational ways heirs can protect and strengthen family wealth — without disrupting legacy or family harmony.
Understand the “Why” Behind the Wealth Before Changing the “How”
Reduce Concentration Risk Without Disrupting Family Control
Learn the Estate Plan — Then Pressure-Test It for the Next Generation
Shift From “Tax Avoidance” to Long-Term After-Tax Stewardship
Build a Personal Advisory Bench — Even If One Already Exists
Charitable giving can be one of the most rewarding ways to align your wealth with your values — but with so many vehicles available, it can be difficult to know which approach best fits your goals. Whether you’re seeking flexibility, control, or a lasting legacy, the right strategy can make a meaningful difference in both your impact and your financial plan.
