The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and understand how to work within a Family Enterprise Framework. Inside you’ll find the big picture view of the work that families need to be prepared to do, where families need to focus their efforts, and how families and advisors must work together.
Recommended for: Family members, family office executives, multi-family office staff, wealth advisors
Life Insurance is a valuable planning tool for families that is too often comprised of a patchwork of policies purchased from an assortment of agents and owned by an ensemble of entities.
While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations. Join this webinar to
The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations.
Forming a captive insurance company is a frequently overlooked and largely misunderstood option for managing risks and exposures in a cost effective way.
Thanks to the Tax Relief Act of 2011, the gift tax exemption amount has increased from $1 million to $5 million.
Explore the role insurance plays in family office risk management and how the actions taken by executives and clients can create a more holistic approach to insurance planning.
Insurance is an indispensable risk management tool for families seeking to sustain wealth across multiple generations.
By going inside the black box of life insurance products and pricing you will be in a better position to analyze current holdings therefore becoming a savvier buyer for future acquisitions.
In mainstream media coverage of America's health care system, it is commonly implied that wealthy patients are largely immune to health care challenges and risks.