As we age physically and mentally, our ability to care for ourselves and capacity to manage family affairs often diminishes--sometimes unexpectedly and rapidly.
Family legacy encompasses all that a family holds dear and wants to preserve for the future – the history, values, knowledge and experience that are as essential as a family’s financial assets. Effective leadership, governance structures, planning, education and communication are all critical elements in sustaining a family’s legacy across multiple generations.
As Market Street Trust Company reaches the 30-year milestone as a private trust company, Marianne Young, President, and Rachel Sherman, Vice President, Client Service, discussed the evolution of Ma
This webinar analyzed the meaning and understanding of “situs” as it relates to Private Family Trust Companies, and focused specifically on the concepts of trust company situs, trust situs, and tax
The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustaina
Women have become financial powerhouses. That much is certain. They have taken on an increasing role in managing wealth to the tune of $11.2 trillion.
New findings in brain science and neuroplasticity provide clues on how to create and sustain better leaders, especially within family enterprises.
In both complex commercial and family disputes, the caucus-style mediation has been the predominantly employed method over the joint mediation session.