Firm News & Articles

If holistic investment sounds good to you in principle, you will be pleased to know that the statistics show that it pays off.​

As a high net worth individual, whether you consider yourself daring or conscientious, use these tips for financial planning. Make the most of your assets.​

Saving and planning so that you have the funds you need to enjoy your retirement is vital, but what happens in the event that you need long term care?​

Discover the value of holistic planning and start building financial stability and security today.​

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.​

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. ​

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. ​

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?​

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

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