Enterprise Families

Resource Search

Sudden Wealth: Managing the Transition
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The white paper, “Sudden Wealth: Managing the Transition,” provides helpful guideposts for handling new wealth, regardless of the circumstances – whether the wealth represents a recent windfall (the immigrant experience) or having control of a large amount of money for the first time (the inheritor’s experience). The paper highlights common examples of steps to take and to avoid, the typical reactions and emotions experienced by the suddenly wealthy, and a recommended timeframe for making decisions that focus on important personal priorities.

Case Study – The Art and Complexity of Distributions
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Distributions have many implications for the PFTC. The responsibilities of the Private Trust Company in preserving the corpus and being true to the role of the trustee must also align with the changing needs of the family. This peer dialogue will center around a case study examining the art and complexity of family distributions:

In the Driver’s Seat and Under the Hood - Creating and Operating a PFTC
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For those considering a PFTC or in the early stages of developing one, this session provides the core information needed to get started, including identifying the right state and right structure for your family, chartering or licensing, and insight on the day to day realities of operating a PFTC.Attendees will learn:

The Beloved Prenuptial Agreement
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As couples enter into matrimony, they confront challenging questions and must make difficult decisions often associated with complex, emotionally charged issues.

Reporting Realities: Overcoming Today’s Biggest Challenges
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To make decisions about the future, families need reports that provide a full view of their integrated risk exposure and their allocation across all family entities. Yet such aggregate reports remain the elusive Holy Grail of our industry. It is often promised by product providers, but product capabilities often still fall short of expectations.

Financial Capital: Integrating Investment Planning Strategies
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In today’s increasing complex global investment marketplace there is an incredible diversity of investment opportunities—each with their own underlying risk/reward characteristics. The Optimal Advisor is now more challenged than ever to assimilate the most effective strategies for the families they serve while continuing to minimize the inherent risk.

Pre-Sale Planning for Business Owners: The Benefit of an Integrated Approach
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The sale of a business can be one of the most significant events for families of wealth. Often, family members have devoted substantial time and resources to building a successful enterprise.While the sale of the business may be viewed as the successful culmination of years of work, it may also cause concern for the owner, who feels there is not enough time to initiate effective wealth transfer planning. Instituting the proper planning process before a sale has a material impact on the after-tax sales proceeds received and provides peace of mind for the owner.

Investment Outlook: Fall 2013
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In this edition of Eton Advisor’s quarterly Investment Outlook, they conclude a series on goals-based investing with a discussion of integrative wealth management, where synergies are created by the marriage of wealth structuring, investment consulting, and ongoing implementation & execution. Without all three of these components working continually in harmony, “true integration” is impossible. This issue also includes economic and market views by Jean Brunel.

Planning with Retirement Assets
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If the big picture includes ensuring a retirement income stream and passing assets to loved ones, it’s crucial to understand the effects of income and estate tax laws. Integrated, long-term planning is important and should be done well in advance.

Managing The Mature Family For Success
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The vitality and longevity of a mature family enterprise depend on three key value drivers: the family economic engine, including both business and financial assets; the family itself, its culture and members; and “leakages” that include both cash flow management and estate planning.