In over 20 years of working with people of means, I’ve seen good results and…
Year: 2016
Leo Tolstoy’s novel, Anna Karenina, begins with the oft-quoted statement: “Happy families are all alike;…
Will Rogers once said “There’s no hurry to make a Will. Just see your lawyer…
Family meetings require thoughtful planning in advance. While family togetherness is beneficial, a productive family meeting will have defined goals and objectives.
Not that long ago, I was part of a panel discussion on the subject of…
I love to see families become closer, healthier, more productive and more impactful. I love…
How you approach this commonly considered question may dramatically alter your answers.
Estate and financial planning are complicated. Your goals probably aren’t. So why does everything about…
It is somewhat easy to look to the size of the donation, but a poor woman long ago may have something to say about the right way to value a giver’s generosity.
Wealthy parents of young children, or even of young adult children, are typically desperately concerned…