From Memories to Legacy: Vacation Property Succession
For many families, a vacation property is more than just an asset – it is a symbol of family identity, tradition, and a sense of belonging. Where laughter echoes across the lake, generations learn to play games, and cherished memories are woven into weathered dock chairs. But what happens to the family […]
Wealth Planning for 2025: Stay Ahead With These Key Actions
Happy New Year! As we welcome 2025, this is an opportune time to reflect and explore strategies to enhance your wealth. At Barometer Capital, we help individuals and families navigate the complexities of wealth with a disciplined, integrated approach. We focus on what matters most to you—your values and aspirations—crafting purpose-driven strategies that go beyond […]
Our Commitment to Integrated Family Wealth Planning
