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Nothing says, “I'm not sure our marriage will last,” like asking your new fiancé for a prenuptial agreement. This situation can be made even more touchy if the parents of the bride or
Delivering what matters most to families includes resolving appropriate succession plans to make sure that the purpose of family intergenerational wealth is delivered. Although confronting succession
All parents have reasons for why they do or do not share their wealth with their children, and neither option is without challenges. So, how do you bring your children up the curve with regard to
As parents, you hope your kids will become safe and courteous drivers. But, it will not happen on its own. Learn the 10 things you can do to help them become safe drivers.
Many wealth management clients often encounter the same issue—they want to know how to prevent their children from becoming entitled. From consulting with therapists, a parenting coach, and an
One of – if not THE – most essential skills necessary in our profession is the ability to influence the outcome of our interactions with clients and colleagues. Ultimately, we need to be aware of the
Over the last 50 years, philanthropic giving in the U.S. has grown to $427.71 billion. And as philanthropists come to think of themselves as social investors, non-profits must also redefine
Posting fabulous vacation moments on Facebook—from a boat in Belize, to the top of a mountain in Chamonix—might be a fun way to share experiences with your friends, but it’s also a
Families that have accumulated significant assets want to know how to best prepare the rising generation to help them maximize the benefits available to them, while also minimizing the unique
Talking about wealth is every bit as important as creating a technical wealth plan—if not more so. Preparing a wealth transfer plan without helping your loved ones understand how to manage