There are many consultants out there who advise non-profits on things like strategy, marke...
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Family is (hopefully) for life. If the family business starts to interfere negatively with...
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The term ‘retirement’ evokes a certain scenario: someone spends their working ...
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Sudden change of any type is risky. When someone’s personal wealth circumstances cha...
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As a tree grows, it is often helpful to prune some branches to make space for other branch...
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Change is in the winds. Women control more than 60% of personal wealth in the USA. While o...
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As a family enterprise matures, and often in the context of succession planning (or ageing...
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Most wealth is created through entrepreneurship. When wealth creators think about the lega...
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A recent survey has found that only about a quarter of HNW parents plan to split their wea...
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Q: How do we tell the kids about our family wealth? A: First and possibly most i...
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As we enter the third year of this pandemic, it’s worth reflecting on the theme of r...
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For years, we’ve been writing and talking about this trillion dollar wealth transiti...
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