In a family wealth context, legacy is often viewed as transactional and financial: the ass...
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When parents die, their children become orphans. Parents and children can have a deep and ...
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Philanthropy, in simplistic terms, is often manifested as the flow of funds from a grant-m...
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The question “how much is enough?” and its corollary “how much should I ...
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Transition Ready In the early days of my billing business, a prospective customer asked me...
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Family wealth can be a double-edged sword. With few financial burdens or limitations, one ...
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