
Friends and family members often turn to lawyers (and other professionals like accountants and wealth managers) they know in because they naturally trust a lawyer who is close to them…
Friends and family members often turn to lawyers (and other professionals like accountants and wealth managers) they know in because they naturally trust a lawyer who is close to them…
I’ve written several times about the challenges of advisor succession, and now want to look at this from a family risk perspective. If your advisor is suddenly unable to work,…
When family wealth is controlled or owned by a single person (usually the wealth creator), things are simple. But at some point, the wealth will likely pass to more than…
Here’s another goody from the archives. With the US elections in the news, there is talk of generational shifts in the electorate (which will take some time still to have…
The conflicts that take place within wealthy families are often on display through the media as a result of their public profiles (and because people want to read about them)….