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.
With all of the news about foreign state intrusions into U.S. systems, it’s easy to forget that there are other risks.
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.
Families that develop enterprise plans typically experience greater harmony, more clearly recognize threats to long-term goals, and do a better job of capitalizing on wealth enhancement opportunit
The world of social media and social networking is growing at so fast a rate that it has become increasingly more challenging to stay current with the language and offerings.
Families that integrate risk management into their broader wealth management practice take a proactive rather than reactive approach to the future.