Many Family Offices are Forging Ahead with DEI Programs. Amy Ellisor, MBA is featured in this Crain Currency article. February 8, 2024 Click For Full Article
Meta Joined the Dividend Club. Managing Partner Jon Snare, CFA, CFP® is featured in this Wall Street Journal article. February 7, 2024 Click For Full Article
Schwab Says RIA Custody is a Tough Business. So Why Are Competitors Scrambling to Get In? Bordeaux’s Jon Ekoniak, CFP® weighs in. January 29, 2024 Click For Full Article
Supreme Court Weighs Giving Green Light to Wealth Tax. Director of Tax Planning Liting Chuang, CFP®, CPA is featured in this Financial Advisor Magazine January 17, 2024 Click For Full Article
6 Best Ways the Upper Class Can Build Generational Wealth in These 3 Major Cities. Jon Ekoniak, CFP® is featured in this GoBankingRates article. December 29, 2023 Click For Full Article
24 people who will shape wealth management in 2024: Bordeaux’s Maggie Liu, MBA, MST, CPWA® is featured. December 5, 2023 Click For Full Article
Year-End Tax Tips: Associate Wealth Advisor and Director of Tax Planning Liting Chuang, CPA is featured in this Financial Planning article. November 6, 2023 Click For Full Article
Bordeaux Wealth Advisor Maggie Liu, MBA, MST, CPWA® discusses our Asian Wealth Advisory practice in this Financial Planning article. October 20, 2023 Click For Full Article
Managing Partner Jon Ekoniak, CFP® discusses the ‘crypto winter’ in this Crain Currency article. October 13, 2023 Click For Full Article
Tax Tips When Planning for the Marriage Penalty: Associate Wealth Advisor and Director of Tax Planning Liting Chuang, CPA is featured in this Financial Planning article. October 13, 2023 Click For Full Article
