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Risk Awareness, Resilient Outcomes: A Modern Look at Insurance
3rd November 2025
Carol Sherron, SVP, a Zone Client Advisory Leader for Marsh McLennan Agency’s Private Client Services business shares how affluent families can protect their wealth through comprehensive risk management. She discusses common insurance gaps that leave even successful families exposed, the rising impact of natural disasters on the industry, and why specialized advisory services go far beyond traditional coverage to safeguard multi-generational legacies.
From Small-Town Texas to Venture Capital: How This Investor Is Powering Women-Led Success Stories
29th October 2025
Carrie Colbert, Founding and Managing Partner at Curate Capital, shares her journey from a small Texas town to building a differentiated venture capital fund that invests in proven, revenue-generating, women-led companies. She discusses how her philosophy of betting on yourself, and investing in businesses ready to scale, has helped redefine what success looks like in venture capital.
Stavis Wealth and Curate Capital Join Forces to Redefine Women's Legacy
29th October 2025
A new partnership that pioneers new pathways to prepare for the Women's Wealth Wave (™)
Get to Know Rebekah Rodgers
28th September 2025
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Rebekah Rodgers, our Investment Operations and Trading Associate.
Wall Street to Main Street: A Vision for Smarter Investing
25th September 2025
Erkko Etula, CEO and co-founder of Brooklyn Investment Group, joins the Legacy Lounge to share his journey from Goldman Sachs to building a firm dedicated to empowering advisors. He reveals how innovation, index investing, and technology are reshaping wealth management and giving advisors back their most valuable asset, time.
Charitable Planning in the Aftermath of the OBBBA
23rd September 2025
When Congress passed the One Big Beautiful Bill Act (OBBBA), headlines largely focused on the higher estate tax exemption, changes to income tax brackets, and updates to business deductions. But tucked within the bill are implications that may reshape how high-net-worth families approach charitable planning.
Life Insurance Isn’t Just One Thing. Here’s How to Find the Right Fit for You.
21st July 2025
Understanding the types of life insurance available, and which one fits your needs, isn’t just a box to check. It’s a powerful step in aligning your financial life with the future you want to build.
Why Mid-Year is the Smartest Time to Review Your Life Insurance Policy
21st July 2025
Life insurance is a cornerstone of any smart, holistic financial plan. But like any good plan, it deserves regular attention and adjustment. A mid-year review can ensure your coverage keeps pace with your goals and help you avoid surprises down the line.