In over 20 years of working with people of means, I’ve seen good results and…
Browsing: mentoring
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…
Part 2 of this series focuses on appointing independent parties vs. family members or beneficiaries in the role of trustee.
The concept of an incentive trust is not particularly new. The idea is simple: the…