Today, the typical high net worth individual has 4 or more advisors – a CPA, estate attorney, investment manager, and insurance agent, to name a few. These advisors usually work within an informational vacuum, providing services without understanding their client’s complete financial picture.... 

When a close relative or friend starts to display signs of dementia or related neurological ailments, it is a family tragedy requiring speedy action and medical care. But in many cases, the disease comes on gradually, and it becomes evident with inconsistencies in behavior and sometimes, problems with...