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January 2024

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Capitalizing on Greece's Transformation

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John Pantekidis sat down with Dr. Leah Beasley-Wojick, President of Beasley College Consulting to discuss what truly drives success in today’s college admissions landscape and how families can navigate the increasingly competitive college admissions process with greater clarity and purpose.

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Paul Karger recently contributed to a Yahoo! Finance article, “4 Questions To Ask Your Financial Advisor in 2026.” Strong advisory relationships are built on clarity, alignment, and thoughtful dialogue, especially as tax rules, markets, and planning strategies evolve.

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In Family Wealth Report, Wes Karger explores how ultra-high-net-worth families are rethinking legacy and impact — using the Buffett family’s structure as a springboard for broader lessons on governance, intentional giving, and intergenerational planning

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