Blog

Having a written will that is well-crafted by a trusted attorney may not be at the forefront of your mind, especially if you are a relatively young individual with inherited wealth. Many inheritors shy away from what can seem like a daunting task given the complexity of their wealth. The topic is often unpleasant to […]

Review by Myra Salzer My latest book report covers Elon Musk by Walter Isaacson, who previously authored biographies on Steve Jobs, Leonardo da Vinci, and Ben Franklin. Isaacson followed Musk for a couple of years while crafting this book, capturing the extraordinary essence of Musk’s character. Despite the similarities with Sam Bankman-Fried highlighted in my […]

For individuals with windfall or inherited wealth who can afford to outsource much of the major planning that travel entails, there are changes coming in 2025 that everyone will need to be aware of. Starting in mid-2025, some 1.4 billion people from over 60 visa-exempt countries are required to have a travel authorization to enter […]

Review by Myra Salzer I never expected to find myself speaking in support of Sam Bankman-Fried, but after reading the book, I now have deep empathy for him. Author Michael Lewis portrayed him as a brilliant yet eccentric individual, while the press and prosecutors painted him as a villain. The book’s description led me to […]

Review by Myra Salzer A book written by Anderson Cooper and Katherine Howe. How could I not immediately download it and begin reading? A few days later, I am happy to report that it was worth every minute. It probably comes as no surprise to you that I would be interested in the topic, not […]

This summer, The Wealth Conservancy was fortunate to spend time offering our help and support to the City of Boulder’s Open Space and Mountain Parks Department (OSMP). We spent the day volunteering as a team in our local community, taking part in a project that will bring greater trail connectivity to access opportunities for public […]