17: Taming Your Trust When families consider the prospect of having to establish appropriate provisions in trust instruments for spouses, children or future generations,… Read more
16: Family Investment Partnerships Many wealthy families are familiar with family limited partnerships used to discount the value of intra-family gifts. But limited partnerships… Read more
15: Total Return Trusts From the time the concept of the trust was first developed in the late Middle Ages until about the 1950s,… Read more
13: Recent Events: The Long-Term Investment Implications Although the terrible events of September 11 are still fresh in our minds, it is not too soon to consider… Read more
12: Conflicts of Interest: Do They Matter? Private investors today have more choices than ever before. The explosive growth in private wealth in the last decade has… Read more
11: Affinity Groups: Resources for Wealthy Families Clients often ask us if we can recommend resources for wealthy families concerned about establishing family offices, investment strategies, philanthropy… Read more
