Legacy Planning

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Family Office Exchange
Tuesday, January 21, 2014

As the scope of a business-owning family’s activities expand and the family grows across generations, the organic shift from a business-centric family to a family-centric enterprise or “family ente

Sara Hamilton
Friday, March 8, 2013

This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees, beneficiaries and related pr

Wednesday, February 12, 2014

The vast majority of the wealthy actually come from middle-class or working-class backgrounds.

Wednesday, November 20, 2013

While every family is critically concerned about the well-being of their financial assets; the well being of their human capital—the future of their children and the health of the family--is upper

Wednesday, June 27, 2012

Where would we be without such remarkable and brilliant entrepreneurs like Benjamin Franklin, Henry Ford, and Steve Jobs?

Wednesday, January 25, 2012

The key to effective continuity planning is, first and foremost, the family's understanding and commitment to the process and secondly, the integrity and design of family governance structures whi

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