Last week I was introduced to a family owned business owner by his estate attorney. They were interested in learning more about succession and exit planning. The business owner described…
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What Sets Us Apart
As we discussed in the previous article, estate and financial affairs for established families are highly complex. Each of the disciplines – tax, legal, investment, insurance – are inextricably linked….
It can be a lonely world out there for an entrepreneur. As you make your decisions, you have your family’s livelihood and the livelihood of your employees resting on your…
Recently, while having an in-depth discussion with a client regarding the potential of transitioning ownership of his company to one of his four children, he made the comment, “I will…
When a family addresses their affairs, whether it’s a small change or a big decision, they’re in search of a quality result. Established families have inherent complexity in their affairs….
I read this Barron’s article today and thought we should discuss it. Too much money rarely ruins kids, it’s too little character as we stated in our May 3rd, 2011…
Normally partners choose each other for synergistic or financial reasons. Often next generation family members have no choice. It is a “shotgun wedding.” As a family grows and the number…
The life insurance industry has almost certainly changed since you bought your last policy. New products have been developed and prices are falling, yet many policies are still underperforming. WealthPoint…
