News & Press
What the industry is saying and what we’ve been saying back.
Awards & Recognition
InvestmentNews 5-Star Wealth Management Teams 2026 — Team Holmes
InvestmentNews recognized SEIA’s Team Holmes as a 2026 5-Star Wealth Management Team for its client growth and retention over the preceding 12 months, along with the team’s demonstrated professionalism, leadership, and commitment to long-term client relationships.
Expert Commentary
InvestmentNews | When a $30 Million Inheritance Becomes a Shock: Why Heir Readiness Matters More Than Tax Planning
Brad Repinsky discusses why families should prepare heirs not only to receive wealth, but also to understand its purpose, structure, responsibility, and long-term impact. He explains how early communication and financial education can help prevent confusion and unintended outcomes after a major inheritance.
Industry Commentary
WealthManagement Celebrity Estates: Heath Ledger’s Estate Plan and the Conversations Families Avoid
Heath Ledger’s estate offers an important reminder that estate planning involves more than legal documents. Beneficiary designations, family dynamics, and open communication can all influence how wealth is transferred.
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Dated Material
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