Mental Fitness


Tips for keeping your brain agile at any age


5


Spotlight Q&A


Will better healthcare change how we live?


7


Family Meeting


Your Wealth Advisor can help create a plan for the future


11


Stepping Up


One key strategy for lowering capital gains taxes


14


B U I


L D I N G A N D


P R E


S


E R V


I N G Y O U R


W E A


L


T H


5 LESSONS FOR CREATING A FAMILY LEGACY


SU M M E R I S SU E 2 01 5 PRIVATE WEALTH MANAGEMENT


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