wealth transfer

Are Your Kids Suffering from Too Well Off Syndrome?

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 [...]

By Phil Tobin|2025-05-20T14:54:47+00:00April 9th, 2020|

Ten Questions to Help Families Navigate the Great Wealth Transfer

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: [...]

By Phil Tobin|2025-06-10T17:23:41+00:00April 9th, 2020|