We have the answers

Search Results

0
Clear Search
For best results use double quotes in the search field and the filters.

Topics

Authors/Contributors

Resource Types

5 results found
Oversight and Governance of the Trust Company
Publish Date:
Oct 05 2016

You’ve created a great trust structure, but is the family interested and engaged? To garner buy-in, interest, and commitment from the family the trust company structure must be designed in a way that is both functional and empowering for current and rising generations. In this webinar, Thomas C. Rogerson, Senior Managing Director and Family Wealth ...

Putting the “Family” in Family Philanthropy
Publish Date:
Apr 26 2023

Charitable planning can be an important part not only of managing income and estate taxes, but of engaging the family and strengthening family values. Adding in a multigenerational component can make it even more meaningful and compelling. Just as every family is unique, so is the philanthropic approach where communication is key and there is ...

Without You at the Helm—Is Your Family Ready to Manage Your Wealth?
Publish Date:
Jul 05 2017

Research indicates that multigenerational involvement is the single most important factor in sustaining family wealth into the third generation and beyond. Furthermore, the families that most successfully integrate younger members into their family operations seem to share the same philosophies and core values. It’s a family enterprise mindset that...

Intentional Inheritance Planning
Publish Date:
Sep 12 2017

For many families, discussing wealth transfer and inheritance issues can be challenging. Fear of demotivating heirs can cause wealth holders to withhold vital information. But the rewards can prove significant when family members work together to overcome their fear by improving communications and strengthening trust. While every family is unique, ...

Seven Steps to Protect Yourself from Fraud
Publish Date:
Oct 06 2016

Business impersonation scams are a large and growing risk for high-net-worth individuals, closely held business owners, and institutions. Scams have claimed victims in all 50 states and more than 100 countries and there is every reason to believe the threat is growing. Learn seven steps that can help you protect yourself and your business from impe...