April 28, 2021 Is an Ethical Will Your Most Valuable Legacy? by Heather George An official legal document can’t begin to sum up the sacrifices and triumphs of your life. But an ethical will can. Family Engagement, Philanthropy, Trust & Estates Likes 0 SHARE Bookmarks
April 21, 2021 Filling the Gap: Five Tips for Families with a Disabled Child by Ashley Velategui Planning for an intellectually disabled child’s future financial security requires persistence and detailed planning expertise. With some forethought, and the right team, you can help ensure your child lives the fullest possible life. Family Engagement, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
April 13, 2021 When a Traditional Will Won’t Do by Emily Neubert, Jennifer Ostberg The typical estate plan focuses on administration, tax considerations, and proper legal documents. But a family’s overall relationship to wealth can be improved when estate planning addresses interpersonal aspects that traditional plans tend to overlook. Family Engagement, Family Offices, Global Families, Philanthropy, Trust & Estates Likes 1 SHARE Bookmarks
January 26, 2021 The Best Way to Keep Wealth All in the Family? Strong Governance by Emily Neubert How does your family make decisions about wealth? Since every family is different, there’s no “right” way. But there’s a common thread among families who successfully deploy their wealth to reinforce a shared purpose and vision—strong governance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
December 08, 2020 Keeping Holiday Traditions Alive (Virtually) by Heather George How can individuals stay connected to family as year-end holidays approach? Even though we’re physically apart, we can still uphold family traditions—just in a different way. Athletes & Entertainers, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
November 19, 2020 Hit the Big Time? Create a Legacy While Supporting Your Family by Stacie Jacobsen, Anne Bucciarelli, Adam Sansiveri You’ve dreamed of this moment your entire life—the big contract. Now that it’s finally arrived, how can you create a legacy and support your family and community? Athletes & Entertainers, Family Engagement, Philanthropy Likes 0 SHARE Bookmarks
October 22, 2020 The Secret to Divvying Up Assets? Communication by Anne Bucciarelli, Heather George How you divide assets among family members can have consequences in the future—some of them unintended. Be sure to fully explain your intentions in advance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
July 21, 2020 The Secret to Families that Retain Their Wealth? Values by Anne Bucciarelli, Emily Neubert Principles subtly influence our decisions and guide our actions every day. But few of us actively ponder them. Here are ways to explicitly uncover and prioritize your ideals. Business Owners, Family Engagement Likes 0 SHARE Bookmarks
July 02, 2020 What You Can Do to Tackle Social Injustice by Anne Bucciarelli, Emily Neubert, James Thompson Recent national protests have raised society’s awareness about social injustice and systemic inequity. And in today’s interconnected world, even elementary-school-age children have likely seen events unfold in real time. How can you productively explore the issues and engage your family to be part of the solution? Athletes & Entertainers, Diversity & Inclusion, Family Engagement Likes 0 SHARE Bookmarks
June 10, 2020 Lending a Hand from Afar by Emily Neubert, Anne Bucciarelli, Vikram Prasad Donating while distancing seems fairly straightforward. But what if you prefer getting up close and personal? With a little creativity, volunteerism can go virtual, too. Athletes & Entertainers, Coronavirus, Family Engagement, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
May 14, 2020 Life Is Uncertain, Your Estate Plan Shouldn’t Be by Emily Neubert Today’s crisis reminds us that unexpected events can happen at any time. And while there are some things you cannot plan for, your estate is one where you can. Coronavirus, Family Engagement Likes 0 SHARE Bookmarks
May 05, 2020 Are Your Heirs Knowledgeable? by Heather George Most successful individuals plan for the transfer of money and many strive to pass on family values. But there’s a third pillar that cannot be overlooked. What knowledge should you leave your heirs? Athletes & Entertainers, Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
April 20, 2020 Finding Commonality through a Crisis by Andrea Kushner, Emily Neubert How do you safely shelter in place when your children or stepchildren are splitting their time between more than one household? By planning with your co-parent. Coronavirus, Family Engagement, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks