Jul 18, 2025
Ever felt like your growing finances might be outgrowing your ability to manage them? You're not alone. Whether it’s an unexpected inheritance or a steadily growing portfolio, many people reach a point where they wonder: Should I hand this off to a professional? This article explores when — and why — it might make sense to hire an Assets Under Management (AUM) advisor, and how to know if you’ve reached that turning point in your financial journey.
Jul 18, 2025
Ever caught yourself drifting into a daydream where you're suddenly worth $9.5 billion? Same here. But beyond the fantasy lies a fascinating question: what would you actually do with that kind of wealth? From savvy stock investments to leaving a philanthropic legacy (with a few yachts thrown in for good measure), this playful yet thought-provoking journey explores how to turn unimaginable fortune into lasting impact — without losing your head (or your billions). Ready to find out what kind of billionaire you’d be?