Category: President’s Blog
In my last blog, I discussed what I see as the benefit of an integrated service team and approach working on behalf of successful, multi-generational families. A great example of working on behalf of families is in the estate planning arena. First of all, it’s important to note that there are lots of estate planning […]
One of the most common questions prospective client families ask me is about the advantages of working with a multi-family office. “I have an estate planner, and a CPA, and an investment advisor,” they say. “Can’t I just work with them and get the same result?” Well, yes and no. It’s fair to say that […]
The holidays are (finally) upon us and gift-giving is often the focus of many family discussions around this time. For families that have achieved a certain level of financial success, the topic may be more important this year than most, although for slightly different reasons. It’s difficult to ignore the fact that there is a […]
Over many years in practice, I’ve watched countless entrepreneurs work to make the transition from operating a family business to living with (and from) financial assets. It takes a different set of skills to create and run a successful business and to maintain and grow a complex web of financial assets, entities, and family members. […]
Recently, a colleague and I conducted a small family meeting in a client’s home. The meeting included the mom and dad with their two adult children. Since we were in the beginning phases of the family meeting process, spouses and significant others did not attend.