Family Governance
-
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the question isn’t whether or not to have trusts, but if the ones they have are actually working together. Because different trusts accomplish different goals, UHNW families often have more than one. The key in building a true trust strategy lies in the mix. Assemble the wrong one,…
-
Download the PDF here Today’s teenagers face tremendous pressure. Before the first bell rings freshman year of high school, many begin preparing for college admissions time — joining clubs, playing competitive sports, and performing community…
-
Inheriting wealth can be a life-changing event, but it also comes with a great responsibility to preserve and grow your family’s legacy. Whether you receive an inheritance from a parent, grandparent, or another family member,…