May 22, 2017 | Family Office
Many millennial entrepreneurs many find themselves with unexpected liquidity following the closing of a large deal or sale of the company. How to handle this new wealth requires serious consideration. In our last discussion of the Emerging Wealthy — we focused on what...
Dec 22, 2016 | Family Office
“I want to leave to my children enough money so that they would feel they could do anything, but not so much that they could do nothing.” – Warren Buffett , 1986 “I must study politics and war, that our sons may have liberty to study . . . commerce...
Nov 10, 2016 | Family Office
The oldest Millennials are hitting an inflection point — what should they be thinking about as they begin to grow their wealth, make partner, and get promoted? They say that if you hear something once, it is an interesting anecdote. If you hear it twice, it could be a...
