Engaging the Next Generation in Charitable Giving
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...
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...
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 to forming a foundation, as well...
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...
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...
Why Teaching Financial Responsibility to Children and Teens Can Pay Dividends in Adulthood In the United States, many children and young adults...
An Important Step in Preserving Your Legacy As families work on their estate plans and focus on sophisticated tax minimization strategies to...
3 Tips to Teach Your Children Responsible Spending As a multi-family office, our job often goes outside the normal bounds of typical financial...