Thought Leader Series

Margaret hired the neighborhood girl down the street to watch her children a couple days a week and run some simple errands for her. She never imagine...

In our work with ultra-wealthy families, we have seen that those families face some fairly unique risks that ordinary people or business w...

Recently, I was reflecting on how uncertainty impacts our lives. For instance, modern technology provided ample warning (aka “certainty”) to the...

In December 2015, Facebook CEO Mark Zuckerberg announced he would transfer 99 percent of his Facebook shares—a sum currently valued at $45 billion—to ...

"I'm wondering if it's time for us to add outside experts to our advisory board," Julie Jacks mused aloud to her cousins. "Experts who would bri...

Recently, a family I advise came to me looking to plan a family meeting. Inevitably, the question came up: “Well, should we do it at Thanksgivin...

Stop for a moment and think about the leaders in your world. Consider friends, family members, teachers, colleagues and business partners. Which of th...

For many, owning a horse is the realization of a lifelong passion. However, it can also increase your risk of financial loss or even lawsuits. Whether...

Earlier this year, one of my clients came to me with a question about her family’s trust portfolio. She was worried that, despite it going against her...

Families of significant wealth rightfully expect their attorneys, investment professionals and CPAs to be creative, effective advisors. It's time they...