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4 results found
2020 Trust and Estate Update
Publish Date:
Sep 23 2020

Don’t miss this perennial Family Office Forum classic. It doesn’t take a crystal ball to know 2020 will usher in tax and estate planning change. The pandemic has disrupted the economy and interest rates, offering new opportunities for wealth transfer planning. Learn what you can do now and should do by the end of the year.Mark Harder, Partner, Warn...

Approaching Prenuptial Agreements Positively
Publish Date:
Sep 18 2019

The mere word “prenup” strikes fear and anxiety into the hearts of most who hear it. When we realize we have to broach this topic, our thoughts immediately jump to the worst-case scenario - a broken engagement. Or we envision suffering through months of arguments and negotiations to please a family that doesn’t seem to trust our judgment or future ...

Starting and Sustaining Family Meetings: An Insider’s Guide
Publish Date:
Apr 03 2019

Evidence suggests that good communication is a cornerstone of successful wealth transfer among families and those family meetings are a good platform for communication. Is there such a thing as “bad” communication or a “bad” family meeting? How does one undertake the good and avoid the bad? Join us for some best practices, important tips and lesson...

10 Common Mistakes Managers Make
Publish Date:
Mar 21 2018

Managing individuals is tough, especially if they are family members or from a different generation. Managers are bound to run into situations that they feel ill-equipped to handle, which leads to mistakes that can cost the organization in time, talent, money, and reputation. In this session, we’ll explore the typical situations where managers can ...