Aspiriant

September is National College Savings Month, a great time to revisit how education planning fits into your family's long-term wealth plan.

The most effective education funding strategies balance tomorrow's tuition costs with today's retirement, tax and estate planning goals.

Explore Aspiriant's latest insights on ways to grow assets for your future student:

5 Smart Ways to Grow Assets for Kids or Grandchildren Discover five smart ways to grow assets for kids or grandchildren, including 529 plans, Roth IRAs & trusts.

For entrepreneurial families, financial complexity often spans investments, taxes, estate planning and philanthropy.

Our Multi-Family Office approach integrates these disciplines—helping families simplify decision-making and preserve long-term vision.

Learn more: https://aspiriant.com/fathom/benefits-of-multi-family-office/?utm_source=facebook&utm_medium=social&utm_campaign=mfo

Benefits of Working with a Multi-Family Office Aspiriant’s Exclusive Family Office provides family office services in California, New York & nationwide for multigenerational families.

Not all advisory firms are structured the same—and ownership matters.

As a 100% employee-owned firm, one-third of our team members are owners. That means our success is directly tied to long-term client relationships, not short-term metrics. It fosters independence, continuity and alignment that supports thoughtful decision-making across generations.

Learn more about how our ownership model shapes the client experience: https://aspiriant.com/fathom/why-i-chose-aspiriant/?utm_source=facebook&utm_medium=social&utm_campaign=why_i_chose_aspiriant

Career progression, board service and leadership transitions often reshape financial identity.

Financial planning during inflection points in life creates space for thoughtful decisions rather than reactive ones.

Explore how we support women navigating financial transitions:
https://aspiriant.com/ebook/women-taking-charge/?utm_source=facebook&utm_medium=social&utm_campaign=women_taking_charge

Families are strongest when they move beyond blame and become curious about how they relate to one another.

“Despite our tendency to label one person as the so-called problem, or the difficult one, challenges that a family experiences are not located within any one person,” says founder of Sankofa Legacy Advisors, Thomasina Williams.

In this conversation, Thomasina and Aspiriant Chief Client Officer Sandi Bragar explore how a deeper understanding of family relationships can lead to more meaningful conversations, stronger connections and more thoughtful approaches to navigating family wealth.

Whether you're hoping to improve communication, prepare the rising generation or simply better understand the people you love most, this webinar offers practical insights and an encouraging reminder that lasting change often begins with greater awareness.

Watch the recorded conversation: https://aspiriant.com/video/the-other-inheritance/?utm_source=facebook&utm_medium=social&utm_campaign=the_other_inheritance

Sandi Bragar, our Chief Client Officer, joined Asset TV for a segment dedicated to women and wealth. She explains how women are taking on a greater role in building and managing finances, and how we're working with families to create multi-generational financial plans.

Watch here: https://www.assettv.com/player/default-player/20998565-4abc-412c-ac3d-bc5b466a9009

Thoughtful advice begins with thoughtful people.

As a 100% employee-owned firm, we foster independence, collaboration and long-term growth.

Explore opportunities: https://aspiriant.com/careers/

Six Aspiriant wealth managers have been named to the 2026 Forbes Top Next-Gen Wealth Advisors Best-in-State list, recognizing professionals who are helping shape the future of the industry.

Their dedication to clients, thoughtful approach to advice and commitment to their profession represent the future we’re excited to see at Aspiriant.

Congratulations to:

Daniel Moas
Christopher Kazmer
Nick Ruzette
Matthew Sharp
Lina Sanchez
Corey Mader

View the full list: https://www.forbes.com/lists/best-in-state-next-gen-advisors/



Disclosure: Forbes 2026 Next-Gen Best-in-State Wealth Advisors, developed by SHOOK Research, was announced Aug. 11, 2026, based on qualitative and quantitative criteria for the evaluation period July 1, 2025 through June 30, 2026. No compensation was paid to be considered. Aspiriant may pay licensing fees to use/promote the recognition. Not indicative of future performance or any client experience. To see full methodology: https://www.forbes.com/sites/molly-bennard/2026/08/11/methodology-2026-forbes--shook-top-next-gen-wealth-advisors/

Forbes Best-In-State Next-Gen Wealth Advisors 2026 List Explore Forbes' 2026 ranking of the best next-gen wealth management advisors in each state. See who made the list of featured financial advisors across the country.

Meet David Muchow, Director of Wealth Management and partner at Aspiriant.

Based in our Milwaukee office, David has been providing investment management and wealth planning services to high-net-worth individuals and families since 2006.

David partners closely with clients to develop coordinated strategies that aligns their wealth with their goals, priorities and legacy. Many are navigating key inflection points: selling a business, transitioning into retirement, managing concentrated wealth or planning how to efficiently transfer assets to the next generation.

David is a Certified Financial Planner™ professional (CFP®) and has been recognized by Forbes as one of America’s Top Millennial Advisors. He is also regularly named to Forbes’ Best In State Wealth Advisors list.

Active in the profession and his community, David is a member of the Financial Planning Association (FPA) and the Greater Milwaukee Foundation’s Herbert J. Mueller Society.

Outside of work, David enjoys coaching his sons on the ice rink during the winter and spending summer days on the golf course with his wife and friends.

Get to know David: https://aspiriant.com/people/david-muchow/?utm_source=facebook&utm_medium=social&utm_campaign=tmt

Sandi Bragar, our Chief Client Officer, explains a common money mistake in this Barron's article and how it can be avoided. Our advisor teams work to break down the “taboo” around talking about money and foster open communication among families. Read the article here: https://www.barrons.com/advisor/articles/money-mistakes-wealthy-people-2c7d997d