5 Things to Discuss with Your Family Before Wealth Changes Hands
Passing on wealth involves more than just transferring assets. It means preparing the next generation to manage responsibility, understand your values, and carry your legacy forward. Here are five important things loved ones often wish they’d known before inheriting wealth.
Creating Impact by Giving While Living
For many families, the idea of gifting is something reserved for the future. But in many cases, waiting may mean missing the opportunity to see the real impact those gifts can make.
What Led Me to Become a Certified Exit Planning Advisor® and Why It Matters for Your Future
Written by Tyson Ray, FORM Wealth Advisors | CFP®, CEPA®, CIMA® A few years ago, I sat across from a business owner who said: “I know how to run this place… but I have no idea how to leave it.” I could feel the years of sacrifice, responsibility, and pride behind his words. That conversation […]
The Story Behind FORM Wealth Advisors: How My Past Shaped Our Purpose
Written by Tyson Ray, FORM Wealth Advisors | CFP®, CExP®, CIMA® Why we do what we do should matter to you, our client. Let me explain. As one of the founding partners of FORM Wealth Advisors, my reasons for getting out of bed every morning stem from deeply personal experiences that have shaped my view […]
Why Most Advisors Get Investing Wrong And What We Do Instead
Written by Tyson Ray, FORM Wealth Advisors | CFP®, CExP®, CIMA® One of the most important roles of a financial advisor is helping oversee how your wealth is invested. Unfortunately, we believe most advisors, and the financial services profession at large, have been doing this wrong for decades. Too often, client portfolios hold thousands of […]
