Another Lesson from Prince’s Death: You May Want to Bank Your DNA
June 21, 2016
Should wealthy individuals putting together their estate plan take DNA tests and keep the results in a secure and admissible chain of custody and, perhaps, keep the DNA results with their will and other estate planning documents?
The answer, at least today, is maybe.
Read more from our Director of Wealth Planning, Melissa Mongtomery-Fitzsimmons, in her recent article in MarketWatch.
Insights
Week in Review: May 15, 2026
Recap & Commentary The S&P 500 ended the week effectively unchanged while most other equity indices closed lower, pressured by […]
Learn more
A Strategic Approach to Business Wealth Diversification
For many entrepreneurs and business owners, building a successful company becomes far more than a professional achievement. It becomes the foundation o
Learn more
April 2026 Market Commentary
After a bruising March in which fighting between the US and Iran triggered a global energy supply shock, reignited inflation […]
Learn more
Week in Review: May 8, 2026
Recap & Commentary Markets ended the week higher with the S&P 500 at a new record high, as the index […]
Learn more
Why High-Net-Worth Families Are Prioritizing Strategic Planning
Recent family office and wealth research from PwC suggests many affluent families are placing greater emphasis on strategic planning, governance, and long-term coordi
Learn more
Ready to learn more?
Let’s have a conversation.
Embark on a banking experience tailored to your distinct path, focused on achieving personal and business financial prosperity.