Insights

Key Takeaways The lack of a solid succession plan can easily result in family conflicts that hurt the company. If the decision is to keep[…]

Key Takeaways Don’t lose sight of key goals when making decisions about wealth. Avoid financial professionals who are merely pretenders— or worse. Don’t assume your[…]

Key Takeaways Retirees may experience a loss of identity, loss of social connection and other mental health issues. Practice “retirement” before actually taking the plunge.[…]

Key Takeaways Special needs trusts help financially support children with disabilities or other types of health needs. Many types of assets can be used to[…]

Key Takeaways De-escalate when a situation starts getting tense—be clear that your goal isn’t to argue. Ask questions aimed at discovering more about a person’s[…]

Key Takeaways One of the key goals of a family constitution is to prevent the types of family conflicts that can tear families apart and[…]

Key Takeaways It’s good to know how wealth managers selected the people who are part of their teams of experts. Ask about how the wealth[…]

Key Takeaways A deep commitment to achieve is foundational to wealth creation for business owners. Powerful relationships—on your teams and with investors, clients, suppliers, etc.—are[…]

Key Takeaways Focus on six areas of wealth management—including legacy planning and health and lifestyle management. Assess the impact of global economic trends and other[…]

Key Takeaways CLTs provide regular income to charities and, later on, assets to heirs. Potential benefits include tax deductions and family legacy. Potential risks include[…]

Key Takeaways Retirees are choosing to go back to work—to stay engaged and to tackle new challenges, among other reasons. Working “in retirement” can have[…]

Key Takeaways First, admit there’s trouble and that you need help Control the narrative—tell your story Perform a crisis audit to identify risks in your[…]