Sep 16, 2022 | Family Wealth
Spend any time with a wealth creator and it will not be long before you hear about the next generation. Almost unanimously, the very real concern expressed is that somehow the new wealth of the family will screw up future generations. While, I have written about...
Sep 6, 2022 | Family Wealth
Photo by Pixabay on Pexels.com This summer, I was able to attend the most recent staging of King Lear at The Globe Theatre in London. While, I first encountered the play in college, coming to it close to 20 years later at middle age was eye-opening to say the...
Mar 23, 2022 | Family Wealth
Photo by Hudson Hintze on Unsplash A natural byproduct of interacting with many family businesses / offices is that you begin to hear common threads of inquiry / concern. Almost unanimously, every conversation includes something along the lines of, our family is...
Dec 16, 2020 | Family Wealth
“Being rich is like being a superhero, only better”Tom Wambsgans, Succession on HBO Photo by Ben White on Unsplash Per Statista, the month of December sees the single highest number of engagements of any other month of the year. While COVID will have...
Dec 3, 2020 | Family Wealth
Photo by Fabian Blank on Unsplash The end of the year rush is on, and not just for the retailers. There are at least 2 other sectors of the economy that are incredibly busy right now – trust/estate attorneys and accountants. With the uncertainty of the...