In over 20 years of working with people of means, I’ve seen good results and…
Month: November 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…