Monroe Diefendorf Wants to Redefine the Meaning of Inheritance By Christopher Zacher Monroe Diefendorf understands the importance of strong financial planning. Having been born into Diefendorf Capital’s life insurance legacy, founded by his great-grandfather in 1875, Monroe (who goes by Roey) found a place for himself in the family business, working alongside his father. He…

Strategies for Wealth Advisors   Assumption #1: UHNW millennials have very little care for the world they live in. The Reality: They see wealth as a means to make a positive impact on society. Assumption #2: UHNW millennials are tech-savvy and therefore more likely to be attracted to robo-advisors. The Reality: They desire a more…

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