Thought Leader Series

For most families, the natural evolution of wealth concerns eventually shifts from creating, preserving and transferring wealth to the realities of next generation education and preparation. With a growing body of research underscoring the importance of applying early and sustained attention to the ...

Whether you already have wills, trusts and other estate planning documents in place or need to have them created, there are a number of priorities to consider as you move forward with the legacy planning process.Here are six steps that may be appropriate for you to complete as you consider the ongoi...

The following insight is a contribution from TriState Capital, a Thought Leaders Council member of the Family Office Exchange.Let’s look at the overall economy so far in 2013. We have:A soaring stock marketA housing market that is recoveringDeclining unemploymentGDP growthFavorable credit marketsThe...

The following blog post is a contribution from TriState Capital, a Thought Leaders Council member of the Family Office Exchange.Early Monday morning an email is sent to you from a client. He is overseas. His wallet has been stolen. He has no way of getting home. In order to a...

The following blog post is a contribution from Ascent Private Capital Management, a Thought Leaders Council member of the Family Office Exchange.In today’s fast-paced world of technology, we seldom stop to reflect on the legacy of our grandparents and great-grandparents. And not just what ...

The following blog post is a contribution from Ascent Private Capital Management of U.S. Bank, a Thought Leaders Council member of the Family Office Exchange.The windfall of inherited wealth often comes with feelings of guilt and elation, isolation and confusion. Learning to be comfortable with...

The following blog post is a contribution from HUB International, a Thought Leaders Council member of the Family Office Exchange.I was recently visiting New York with my family. We had just returned from dinner and were relaxing in our hotel room when my daughter asked me to pass her cell phone to h...

On June 26, 2013, the Supreme Court of the United States issued two groundbreaking opinions regarding same-sex marriage. The rulings will substantially impact financial and estate planning for same-sex couples living in jurisdictions that recognize same-sex marriage. In the following interview, we t...

The following blog post is a contribution from AIG, a Thought Leaders Council member of the Family Office Exchange.It’s a common problem: A family receives a serious offer to sell their business for a very attractive price. They want to sell quickly, lock in their gains and use the proceeds for reti...