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#AssetProtection: How “Gamification”’ Can Improve Family Education and Engagement

  Family businesses spend an extraordinary amount of time and capital (financial, human and intellectual) on skill building and education within the family system. Rising members of the family system must master many different skills. Some of these skills can be...

#AssetProtection: Risks and Opportunities for Your Clients Under President-Elect Trump

As always, flexibility is key: Recommend cautious optimism. The elimination of the estate tax in particular is likely to be welcome news to your higher net worth clients, but the proposal may be subject to opposition or compromise in Congress. This compromise could...