Estate Planning to Help Preserve Family Legacy: What Recent Law Changes May Mean for Your Family
What does it mean to protect your family legacy? And how can thoughtful estate planning help ensure your wealth, values and intentions carry forward as laws and life continue to change?
Article by Family Office Managing Director Evelyn Pepe Published in Family Wealth Report
Family Office Managing Director Evelyn Pepe’s “Planning Through Life Transitions, Not Just Life Stages” was recently published by Family Wealth Report. In the article, she shares her perspective on how life transitions often represent turning points in women’s financial lives, and outlines how women can approach planning for events like outliving a spouse, taking on…
Why Family Capital Matters: Building Wealth With Intention Across Generations
What exactly is family capital? Why does it matter and how can you foster an environment that helps your family flourish across generations?
The Great Wealth Transfer—the Unfolding Story
More than a matter of dollars and demographics, this transition marks a pivotal moment in who stewards wealth, how decisions are made, and what financial legacies will look like for generations ahead.
RWA Wealth Partners Earns National Recognition Across Several Leading Industry Rankings
BOSTON, October 23, 2025 – RWA Wealth Partners, a national independent and boutique wealth management firm responsible for $19.7 billion in client assets, announced today that the firm has been ranked on several leading industry lists. Barron’s Top 100 RIA List1. This list ranks independent advisory companies based on assets managed by the firms, growth,…
Donor-Advised Funds: Maximizing the Impact of Your Charitable Giving
Download Including Perspectives from Steve Reder, President, RWA Private Wealth, and Chris Hagan CRPC®, CHFC®, and Partner, Senior Wealth Advisor, RWA Private Wealth When clients ask about achieving their philanthropic goals efficiently, donor-advised funds (DAFs) nearly always come up in the conversation. Establishing a DAF is like creating your own private charitable foundation, but without…
Milestones, Not Markets: How Goals-Based Planning Guides Your Financial Life at RWA
Download A Perspective on Planning Offered by Dina Milne, CFP®, Senior Wealth Advisor, RWA Wealth Partners Financial planning used to focus almost entirely on numbers: investment performance, market returns and quarterly statements. But at our firm, investing is just one part of a much bigger picture. Today, our process begins not with stocks or charts…