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As family leadership transitions from one generation to the next, it’s not unusual for servicing needs to change to support the younger clients. Understanding the service requirements of different client life stages allows advisors and family office managers to adapt their service model to the needs of different generations, and reduce the risk of ...

We have all heard the daunting forecasts about how many families are expected to change advisors as wealth transfers from one generation to the next. While no advisor wants to become a statistic, many are not clear as to the right strategies or tactics for effectively connecting with and meeting the expectations of the next generation of decision m...

There are many benefits to involving children in family philanthropy. One of them is the children’s realization of the positive impact their own participation has on the world (no matter how small); another is their excitement about making a difference. For the families who want to pass down the value of charitable giving to their children, there a...

Families of significant wealth often own a diverse mix of assets, including multiple residences, less liquid alternative or private equity investments, and valuable collectibles, all of which requires more sophisticated planning. They also have somewhat different emotions about their wealth that can include, among others, fear that wealth can have ...