Firm News & Articles

While there are many succession planning best practices to consider, and each company’s situation calls for a unique approach. We have narrowed our advice down to three top tips.​

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Brix Partners is dedicated to our high net worth clients. We are not just high net worth insurance brokers, but rather an important partner in your wealth management. ​

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Your ultra high net worth estate planning will be in the hands of someone who understands what you want to achieve and can help you get there. ​

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When we talk about leaving legacies, we usually only think about the next generation. But what if you planned enough to create a legacy that continues for subsequent generations?​

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A legacy is more than a financial inheritance. Leaving your legacy is also about passing on your values and vision.​

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Holistic wealth management allows you to discover what matters most to you rather than what other people think you should value.​

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Our first year together begins with a detailed interview process: sixty-plus questions that cover everything except your financials. We learn about you.

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If you are looking to build a business succession team as successful and agile as your corporate management team – the time is now to begin assembling your own “dream team” to realize your business’s true potential.

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In this newsletter, Brix Wealth offers these keys to keeping your money and sanity during a divorce.

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