Recent Articles

Elder Financial Abuse Every wealthy family should pay attention to the increasing incidence of elder abuse. Physical or emotional abuse may be more prevalent and understood but elder financial abuse is on the rise. (3/31/2021)

How to Host a Family Meeting The idea scares the heck out of most people. Families go to great lengths to avoid talking about anything personal or financial. Why would anyone establish an annual meting exclusively for this purpose? (6/31/2018)

Donor Advised Funds Have you established a donor advised fund yet? If not, you are late to this party. (3/31/2019)

How to Talk to Your Kids About Money When You Have a Lot Wealthy parents are often reluctant to talk to their kids about wealth. Finding an effective middle ground for this conversation is crucial. (9/30/2020)

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