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LEGACY & PHILANTHROPY
The Power of Perpetual Giving
In recent years, my colleagues at Independent Wealth Partners and I have noticed that philanthropy is becoming more front-of-mind with clients.
A New Horizon: Navigating the Financial Future for Canva Staff
A new class of overnight millionaires has emerged from the Canva share sale, a life-changing financial event valued at $65 billion. This milestone marks a transition for many "Canvanauts" from a professional achievement to a new personal reality filled with complex decisions. Beyond the initial excitement, navigating newfound wealth, including managing capital gains tax and other financial responsibilities, can be a daunting journey that requires careful planning.
