Search Results

Looking down on planet Earth from space radically shifts one’s perception of our world and our place within it. After witnessing our planet’s thin, brilliant blue line of atmosphere against the stark blackness of space, astronauts return home to engage more deeply in solving our social and environmental challenges. Join us to learn about a new way ...

Family advisors often have a strong technical or financial background, but the importance of cultivating communication style, emotional intelligence, coaching skills, trust-building, and similar qualitative skills to serve clients cannot be overstated. Join a panel of peers who will share how they meaningfully engage with family clients and discuss...

Many wealth advisors and specialists have a strong technical or financial background, but the importance of cultivating interpersonal and relational skills to serve families cannot be overstated. Join a panel of exceptional peers who discuss the invaluable impact of continuous development in the everchanging environment many advisors and specialist...

As a successful family, your unique lifestyle can create unique challenges while traveling around the world. The next time you travel, there are five key areas to consider that can help keep you, your family, and your belongings safe while you are away.

With the passage of time, the fear-based approach of Wealth 2.0 has evolved to a more positive, strengths-based paradigm. This new approach—the Wealth 3.0—is a call to action for greater professionalism and rigor by the diverse practitioners of family wealth advising. Dr. James Grubman, Dr. Dennis T. Jaffe, and Kristin Keffeler illuminate what need...

When it comes to international travel, high-net-worth individuals and their families can be at a particular risk: They have the danger of kidnapping and extortion, threats to their physical safety, and a hit to finances. The challenges have also multiplied since COVID, presenting not only health risks to travelers but political instability unseen i...

On the rise is Americans’ interest in living outside the U.S. for an extended period or even indefinitely. There are many different reasons for wanting to move to new countries, including career prospects, favorable financial conditions, love and family, and often simply for la dolce vita. Whatever the reason, a thoughtful and holistic approac...

With the shift moving away from a fear-based approach to a more positive paradigm, Wealth 3.0 presents the way forward in the wealth advising community. In practice, Wealth 3.0 empowers family clients to work together toward the creative possibilities their wealth and business can offer. Here are some of the practical shifts in mindset and practice...

Effectively transitioning a business to the next generation of owners through a business succession plan that incorporates estate tax planning will result in the most value being retained by the owners and their families. Whether the business is entirely family owned or has unrelated owners, each scenario comes with its own complications but with c...

Given how significant accounting processes and applications are prime targets for top business risks, it’s important to take control and start your risk management analysis. Take an important step toward that end by using this fillable and interactive segregation of duties form. After answering the questions, you’ll have a high-level view of functi...