Succession Planning – What Next?
We’ve previously discussed the effect of increasing life expectancy on wealth transi...
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Succession Planning – What Next?
Succession Planning – What Next?
Talking about Money Within Families
Money is one of the few remaining taboo topics for discussion, but in wealthy families, it...
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Rich kids Relying On Rich Parents
According to a Merrill Edge report, one third of “mass affluent” (mid-range we...
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Politics and Family
With the recent US midterm elections in the news, there is talk of generational shifts in ...
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Understanding the Transition of Trusted Advisor Relationships
With all the talk about intergenerational wealth transition, another very important topic ...
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The kids aren’t interested …
Medium to large sized family business (turnover $50M+) have a problem: the next generation...
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How To Find Purpose In Retirement
People are living longer, which means time spent in ‘retirement’ is increasing...
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What is the ‘value’ of wealth?
Boston Private’s 2018 report “The Why of Wealth” surveyed respondents wi...
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Intergenerational Altruism
A fascinating research article discusses public debt and intergenerational burden shifting...
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Vulnerability in Wealthy Families
There’s a fascinating story currently on Bloomberg about the Singh brothers – ...
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Drivers of Intergenerational Inequity
In the UK, the final report by the Intergenerational Commission speaks in terms of an inte...
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Is Wealth Transfer a Myth?
Mass media will always jump on stories that seek to challenge and debunk commonly accepted...
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