Insights
Marital Mediation: What is it and How Can Couples Benefit?
Marital Mediation: What is it and How Can Couples Benefit How marital mediation differs from marital therapy, four ways marital mediation can benefit couples, and how advisors can help married clients in conflict Byline: Blair [...]
3 Questions Parents and Grandparents Should Consider Before Transferring Wealth
3 Questions Parents and Grandparents Should Consider Before Transferring Wealth How rushing to transfer wealth in the midst of tax changes can lead to unintended consequences, and how advisors can help clients avoid them Byline: [...]
Wealth Disparity and Marriage: 3 Reasons Prenups Set Couples Up for Success
Wealth Disparity and Marriage: 3 Reasons Prenups Set Couples Up for Success Why a prenuptial agreement can strengthen a marriage and how advisors can effectively approach the discussion with clients in a positive way [...]
Is Family Governance Necessary for High-Net-Worth Families?
Is Family Governance Necessary for High Net Worth Families? 4 factors that wealth managers and estate advisors should consider for their clients Estimated read time: 4 mins Family governance, in its simplest form, is [...]
8 Steps to Manage Sibling Wealth Disparity
Wealth disparity among siblings can wreak havoc in families—especially when a family business is involved. Unfortunately, it’s all too common for the family enterprise to magnify wealth disparity [...]
Access Managing Conflict in Family Business Webinar – Family Enterprise Xchange
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Are you Prepared for Conflict in Your Family Business?
Your Future Depends on it. Conflicts in family business make headlines in newspapers, prompt exposés in business journals, and are the subject of popular books and movies. The bigger the business, the more sensational the [...]
The Progenitor’s Dilemma: Avoiding Entitlement When Transferring Wealth
by Doug Baumoel, Blair Trippe and Katie Spencer Wealth can, at times, feel more like a curse than a blessing. Wealth magnifies the impact of bad choices and presents dilemmas to those progenitors who must [...]