As clients near retirement, it is obviously very natural to have changes to their overall estate plan. Clients have spent most of their life accumulating wealth and want to retain as much as possible to pass onto future generations in a tax efficient manner. When one hears estate planning, this is generally what they think of – the financial side. We obviously know the importance and spend a good amount of time helping to educate our clients on different gifting techniques they can leverage. Whether you plan for it or not, the emotional and social aspects of your capital are…

Most business owners spend 70-80 hours per week running their business. Their focus, as it should be, is on growing revenue, increasing margins, developing and managing their people and increasing the overall value of the business. This skill set is very unique and one that very few people possess which is why the majority of businesses are unable to grow beyond a few million dollars in sales. These skilled, successful business owners who have created millions of dollars of wealth through their businesses now need and deserve a different, albeit also unique skill set to preserve and grow this accumulated…

We founded Gryphon Financial Partners around one theme — Client First. Everything we created and do on a daily basis is built around one fundamental belief: Success comes from doing the right things, in the right way, for our clients…every time. Today, we hear a lot about fiduciary or fiduciary management. It means that we have a fundamental obligation to provide suitable investment advice and always act in our clients’ best interests. In fact, we bear a legal obligation to put our clients’ interests ahead of our own and can face legal penalties if we do not. As a registered…