If you’re like most people, you probably think of your estate plan in earnest every…
Browsing: Financial Soundness
You may or may not know the story of the “Most Expensive Bowl of Soup…
In our work with families of wealth, we focus on deeper aspects of character more…
In over 20 years of working with people of means, I’ve seen good results and…
Leo Tolstoy’s novel, Anna Karenina, begins with the oft-quoted statement: “Happy families are all alike;…
How you approach this commonly considered question may dramatically alter your answers.
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…
In the last few months, the topic of allowance for teens and minor children has…
Let me start off by saying that I am posting on a subject that I…