Family Education & Governance

Legacy is a multifaceted word that likely conjures up different reactions depending on who you ask. The Oxford Dictionary defines it as either:

Family wealth psychologist Dr. James Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the advisors...

We spend a lot of time with the families we partner with implementing a variety of initiatives – tax efficient wealth transfer and estate planning,...

A common hope that many parents have is for their children to make a positive impact in society, whether it be within their own community or abroad....

As a parent, you want the absolute best for your children (and further descendants!), so it is normal to worry how the wealth you pass down will...

Many families with philanthropic goals consider forming family foundations. In this article, we discuss the steps in how to start a family...

2020 – A year of clear vision, a time to reflect on what is most important, and an opportunity to capture your reflections in a Family Mission...

I think my parents are well off. What does that mean for me? At this point in your life, you may have some idea of your family’s wealth from...

Have the Prenup Discussion with Your Children Quite possibly, the only thing that parents dread more than talking with their kids about the birds and...

The Benefits of Adding a Wealth Management Firm to Your Advisory Team Fee-conscious, high net worth families who have a strong estate attorney and...