At Strategos, we think of estate planning as a landscape. Some families stick to the well-paved roads of simplicity. Others blaze a trail into more complex territory. And in between? That’s where the terrain gets rugged — full of potential, but also full of risk if you're not prepared.

Welcome to the club of accidental millionaires — regular people who bought a home, paid down the mortgage, maybe updated a bathroom or two… and woke up one day to realize their house had become their biggest asset.

Great families don’t just plan for retirement — they plan for generations. Here’s how to evolve your structures from startup to legacy.

What if your family could invest in each other — funding dreams, not just distributions? That’s the promise of the Family Bank.

The strongest families don’t just share wealth — they share ways of being together. Here’s how rituals and soft governance create lasting bonds.

The hardest part of succession isn’t the technical planning — it’s stepping back so others can step forward. Advisors can help.

So here’s to the ones with dust on their boots. The ones building beyond their own timeline. The ones planning for a business they might not run, but deeply care about.

The economy is unpredictable, and headlines about trade wars, inflation, and market volatility can feel overwhelming. While these...

When it comes to financial planning, it’s easy to think that big, bold moves are the key to success—landing the perfect investment or...

The evidence is compelling: for most investors, the best course of action is to keep it simple, stay disciplined, and focus on the long term

Financial planning doesn’t have to be complicated

Preamble: We want to explore and explain the thought process behind our service offering. The intent is to be as neutral in the analysis...

In the grand tradition of the ancient Greek 'Strategos' – revered military leaders known for their strategic focus and ability to triumph...