Resources
With the holiday gifting frenzy behind us, and now that we’re well into the new year, I’ve been thinking about how wealthy families can sustain the generous (albeit impulsive) spirit of the holidays into more strategic giving throughout the year. Wouldn’t that be a fantastic resolution to keep? While what I like to call “spray…
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We are pleased to announce that our article titled “Involving the Next Generation: Opportunities for Family Offices” has been published in the winter edition of Family Office Elite Magazine! Click here to read the article.
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The death of a family member—especially a foundation leader—is likely the largest change a family will undergo. Suddenly, or not so suddenly, family members must grapple with grief and loss, and also an onslaught of financial, legal and organizational issues. How can you plan ahead—as a family, or as a family enterprise (business, foundation, family…
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