Next Generation Engagement for Family Wealth Planning
An Important Step in Preserving Your Legacy As families work on their estate plans and focus on sophisticated tax minimization strategies to transfer...
The Greatest Gift Wealthy Parents Can Give Their Children
3 Tips to Teach Your Children Responsible Spending As a multi-family office, our job often goes outside the normal bounds of typical financial...
High Net Worth Divorces Put a Lot at Stake
How to Choose the Best Way to Approach Your Divorce Ending a marriage can be a difficult decision–in part because of the emotions involved coupled...
The Importance of Financial Literacy for the Next Generation
A critical part of wealth planning is involving the next generation Shirtsleeves to shirtsleeves in three generations–or so the saying goes. Believe...
Creating or Revising Your Estate Plan
Know How to Spot What’s Missing from Your Estate Plan and What Can be Improved Maybe you’re thinking for the first time about what your estate plan...
6 Common Estate Planning Mistakes Made by High-Net-Worth Families
High Net Worth Estate Planning Tips for Successful Wealth Preservation Securing your future through a professionally and thoughtfully executed estate...
Liquidity Planning for the Family Business
3 Key Considerations When Preparing to Sell the Family Business If you’ve owned and managed a business for any number of years, stepping out of that...