Vistamark Investments
Chicago Area312-895-3001 Phoenix Area480-906-3001 info@vistamark.com

Topic

Private Wealth & Family Office

Tax-aware investing, concentrated stock, Roth conversions, estate strategy, business sales and other decisions facing families and family offices.

How Vistamark helps: Private Wealth & Family Offices →

Foundations & EndowmentsChoosing an Investment AdvisorPrivate Wealth & Family OfficeRetirement Plan SponsorsAlternative InvestmentsValues-Based & Faith-Based InvestingInvestment StrategyMarket Compass
How Should a Family Choose a Trustee? Private Wealth & Family Office

How Should a Family Choose a Trustee?

How to choose a trustee: family member vs. professional, co-trustees and trust protectors, the qualities that matter…

William Seyfarth · October 15, 2026 · 4 min read Does Your Family Need an Investment Policy Statement? Private Wealth & Family Office

Does Your Family Need an Investment Policy Statement?

Why every wealthy family needs a written investment policy statement, the eight sections it should cover, and how to…

Matthew Rice · October 12, 2026 · 4 min read How Should You Prepare the Next Generation to Inherit Wealth? Private Wealth & Family Office

How Should You Prepare the Next Generation to Inherit Wealth?

How to prepare heirs to inherit wealth: what to teach at each age, how to give real responsibility, and how trusts and…

William Seyfarth · October 11, 2026 · 4 min read Revocable vs. Irrevocable Trusts: What Is the Difference? Private Wealth & Family Office

Revocable vs. Irrevocable Trusts: What Is the Difference?

Revocable vs. irrevocable trusts compared: control, probate, estate taxes, creditor protection and income taxes, and…

William Seyfarth · October 11, 2026 · 4 min read What Is a Family Office, and Does Your Family Need One? Private Wealth & Family Office

What Is a Family Office, and Does Your Family Need One?

What a family office does, single- vs. multi-family offices, how much wealth you need, and how most families get the…

Matthew Rice · October 11, 2026 · 4 min read What Is Direct Indexing, and Who Should Use It? Investment Strategy

What Is Direct Indexing, and Who Should Use It?

What direct indexing is, how stock-level tax-loss harvesting and customization work, the costs and drawbacks, and who…

Sean McEvilly · October 11, 2026 · 4 min read