Panelists will discuss common transitions impacting ultra-high net worth families and their family offices that often trigger portfolio changes. The discussion will center around the why, the how, and the final results. Everything from changing priorities to renegotiating debt to managing the expectations of future generations, will be discussed. ...
Estate Planning: How to Choose a Trustee
Publish Date:
Jul 13 2021
Death isn’t something many want to think about, but estate planning is a complex topic with consequential decisions. Tolleson Wealth Management President Richard Joyner discusses what to think about and how to select a trustee in this episode. Listen to the next episode to learn about the five principles families should conside...