Bruce Werner, currently managing director of Kona Advisors LLC, spent 12 years at the family busniess, Werner Holding Co., in a variety of senior positions before the family made the…
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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….
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…
Planning for the future is never easy. Unfortunately for many people with significant wealth, they have not analyzed their personal financial security in relation to their lifestyle. This leads to…
In any family business, conflicts and disagreements can erupt between family members for any number of reasons, or for no reason at all. One of the most predictable reasons for…
For Immediate Release Media Contact: Marissa Hopkins, (480) 217-2909; marissa.lynn.hopkins@gmail.com PHOENIX [Oct. 13, 2010] – WealthPoint LLC, a provider of succession, legacy and life insurance planning to high wealth clients…
Fighting siblings at home is annoying and tiresome, as any parent will testify. But sibling rivalry in a business can often be downright destructive. When looking at siblings working together,…
The decision of whether or not to go into the family business is important to you, the family and to the business. It’s crucial that you make the decision based on…
Press Release: 09-03-2010 Media Contact: Marissa Hopkins, marissa.lynn.hopkins@gmail.com WealthPoint, LLC, a leading provider of succession, legacy, and life insurance planning to high net worth clients throughout the United States, has…
Family feuds can be thrilling to the public, especially if the family feuding owns a prominent business together. Reporters may come knocking if they get wind of division, trouble, or…
