You can’t evaluate what you can’t measure- and when assessing the success of any trust, proper metrics are vital. Beneficiaries should hold their trus...
Serving as a trustee is a huge responsibility and can be fraught with peril in terms of potential liability. Trustees owe fiduciary duties to the trus...
Most people feel honored when they are tapped to serve as trustee of a family trust. It’s an important leadership position as well as a powerful role ...
The goals of family education include understanding the family’s values, legacy, and sources of wealth, increased engagement in the family enterprise,...
What does a business succession plan look like?The term “succession planning” can sound daunting to business owners, even when they know it needs to b...
Our minds are on constant information overload from article headlines, tweets, and even conspicuous eavesdropping in coffee shops and subways, often c...
I am the oldest son of a successful business owner and have been actively involved in the business for 14 years. I have two siblings who are not curre...
"How do you prepare younger family members to manage their wealth well and flourish in their own lives and in their families?"Every family is challeng...
A family 'like ours'My siblings and I agree that we are fortunate to come from a family like ours. When I say, ‘like ours,’ I mean very close, sort of...
