The Importance of Family Governance

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders the assets it inherits through reckless spending, poor investment decisions and other mistakes. The result: The family ends

2020-10-22T20:42:05+00:00June 30th, 2020|Family, Professional Advisors, Wealth|

Five Reasons to Make Philanthropy a Family Affair

Five Reasons to Make Philanthropy a Family Affair Getting your family involved in charitable giving can create a powerful legacyA growing number of successful people have a strong urge to "pay it forward" by financially supporting causes and organizations that are near and dear to their hearts. Many of you already make

2020-10-22T20:45:59+00:00March 12th, 2020|Family, Philanthropy|
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