Are your kids suffering from too well off syndrome? If so, how do you turn things around? You, like so many successful individuals, have a nagging concern about teaching your children and grandchildren the [...]
In today’s hyper-busy culture, many couples end up living almost separate lives during their first one or two decades together. This doesn’t mean they don’t have a close relationship, or that they never do [...]
Read Phil Tobin's latest article published in Wealth & Management: Americans are currently experiencing the greatest transfer of wealth in history, and many may be unprepared to successfully navigate it. The statistics paint a picture: [...]
Sound asset stewardship and family unity each play a tremendous role in successful generational wealth transfer. Here’s why philanthropic giving can contribute to both of those goals. This article is the third in [...]
A family mission statement is a critical part of successful wealth transfer, uniting all family members and heirs around a common, agreed-upon purpose – and it’s the foundation of your enduring legacy. This article [...]
Making critical, successful decisions when it comes to wealth transfer and inheritance depends on a comprehensive understanding of what makes up that wealth. Here’s what you—and your heirs—should know. This article is the [...]