Life’s biggest milestones—getting married or welcoming a new child—bring a wave of joy, but also a host of financial changes. Whether you're learning to manage money as a couple or preparing for the costs of raising a child, these transitions call for thoughtful planning.

Managing the financial records of a high-net-worth household is no small task. With multiple income streams, investment portfolios, business holdings, and charitable activities, these families face a level of complexity that demands more than just good intentions.