Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…

Real estate has long been a fundamental asset class for family offices, given that it can help provide generational wealth thanks to its tax-advantag…

For many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is w…

Whether you are a new parent looking to provide for your child’s college education or you are thinking about going back to school yourself, with some…

Overcoming family dynamics in legacy planning — In the final steps of what seemed like a successful legacy planning process for a large family busine…

When it comes to financial planning, women have unique opportunities and challenges. In addition, many women are forgoing marriage and living alone. …

As we approach the end of 2024 and start to think back on the year’s global, national, and local events, do not forget to reflect on your personal hi…

As a business owner, you wouldn’t operate without a clear vision and strategic plan. You wouldn’t embark on a new initiative without first reviewing …

All family-owned enterprises reach a point that requires tough decisions about charting a path for the company’s future: Who is next in line to take …

“Those who fail to plan, plan to fail,” Benjamin Franklin once said. When it comes to passing on your money, planning is essential. With …