family wealth planning

Before You Create a Family Office, Prepare the Next Generation

A full family office may not be the first step. Strong governance can prepare younger family members to steward wealth long before a crisis forces the issue. The conversation usually starts the same Read More...

Category: Commentary

Author: Dennis Oteng

Unready and Unadvised: The Silent Crisis in Family Wealth Transfer

A study of 13,500 family firms shows that nearly half of heirs don’t know where the assets are -- and 3 in 5 wouldn’t know what to do if the founder died suddenly. We all know plenty of Read More...

Category: Practice Insight

Author: Srbuhi Avetisyan