Eagle Rock, a Greenberg and Rapp Company

10/28/2026

Family governance can play an important role in helping families navigate financial decision-making, succession planning, and multigenerational wealth transfer.

In a recent blog, Ronald Greenberg, CLU, AEP®, RFC® explores The Role of Family Governance in Effective Wealth Preservation, discussing how shared values, communication, and structured decision-making can factor into long-term family wealth planning.

Read the full blog to learn more about how families can approach these conversations and prepare for future generations: https://greenbergandrapp.com/the-role-of-family-governance-in-effective-wealth-preservation/

Family governance and wealth transfer work together to keep a family's decisions organized across generations. Here is how the two connect in a wealth plan.

10/20/2026

As financial needs evolve, families may explore different approaches to managing their wealth and coordinating their financial affairs.

What distinguishes traditional wealth management from a family office? Our recent blog by T. Keith Brown discusses the differences between these approaches and factors families may wish to consider when evaluating their financial planning needs.

Read the full blog to learn more: https://greenbergandrapp.com/wealth-management-vs-family-office-choosing-the-best-option/

Family office wealth management and traditional wealth management serve different needs. Here's what separates the two and how families choose between them.

10/14/2026

Congratulations to Brian Rapp, ChFC® on earning the Accredited Estate Planner® (AEP®) designation from the National Association of Estate Planners & Councils (NAEPC)!

This distinguished designation recognizes professionals who demonstrate advanced knowledge, experience, and a commitment to excellence in the multidisciplinary field of estate planning.

We’re proud to celebrate Brian on this well-deserved achievement and his continued commitment to education, collaboration, and excellence in serving clients and professional partners.

Congratulations, Brian! 👏

10/07/2026

For high-net-worth individuals, the timing and structure of a life insurance strategy can have meaningful implications for long-term wealth planning.

Tom Rapp, Founding Partner & Principal of Eagle Rock Wealth, examines how PPLI rates vary by age and what those differences can reveal about the potential value of evaluating PPLI earlier in the planning process in our recent blog.

From tax-efficient wealth accumulation to estate and legacy planning, understanding the relationship between age, cost, and long-term objectives is an important part of determining whether PPLI is the right fit.

Read more here: https://greenbergandrapp.com/ppli-rates-by-age-what-the-chart-reveals-for-your-financial-future/

09/30/2026

A high income doesn't automatically mean a well-managed financial life.

For physicians, years of training, student debt, complex tax considerations, and unique risks can make building and protecting wealth especially nuanced.

Read our recent blog to explore and discover key financial considerations for physicians at every stage of their careers: https://greenbergandrapp.com/a-guide-to-wealth-management-for-medical-doctors/

09/25/2026

Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) are two insurance-based strategies that can play a role in tax planning for certain high-net-worth investors.

But what’s the difference between them, and how do they work?

Tom Rapp, Founding Partner and Principal at Eagle Rock Wealth, takes a closer look at PPLI and PPVA, including key features and considerations, in our recent blog.

Read more here: https://greenbergandrapp.com/the-role-of-ppli-and-ppva-in-tax-minimization/

09/21/2026

We're excited to celebrate Alexandra Malkin on passing her Series 7 exam! This is a significant accomplishment and a reflection of her hard work, dedication, and commitment to growing her career in financial services.

Please join us in congratulating Alexandra on this well-deserved achievement! 👏We're excited to see all that's ahead.

09/21/2026

Wealth doesn’t always move from one generation to the next. Sometimes, it moves between spouses.

Marriage can create important considerations around how assets are owned, transferred, and coordinated; from property and investment accounts to business interests, joint accounts, and estate planning.

Explore the 5 key insights couples should understand about horizontal wealth transfers in marriage in our recent blog: https://greenbergandrapp.com/understanding-horizontal-wealth-transfers-in-marriage-5-key-insights-for-couples/

Disclaimer: This information is provided for general informational purposes only and does not constitute legal, tax, or investment advice. Investors should consult with appropriately qualified professional advisors before making any investment or planning decisions.

09/14/2026

What do the Los Angeles Lakers have to do with fixed annuities?

In a recent blog post, Managing Partner Patrick Maguire explores the unexpected intersection of professional sports, private credit and the fixed annuity market.

Read the full blog post to understand how fixed annuities work, how private credit fits into the picture, and why the relationship between insurance companies and affiliated investments is worth understanding: https://greenbergandrapp.com/what-do-the-los-angeles-lakers-have-to-do-with-your-fixed-annuity/

09/04/2026

In observance of Labor Day, our offices will be closed on Monday, September 7, 2026. We will resume normal business hours on Tuesday.

Wishing everyone a safe and relaxing holiday weekend! 💼