Heirs of Heirs of Heirs of Heirs Love Dynasty Trusts
Wealth concentration might not be as problematic if so much of it wasn’t passed from generation to generation
This touches on a continuing issue within the financial sector.
This article is good for discussing ways to maintain family wealth
Great piece on talking to your kids about money.
This is great article from Keystone Law Group
Traps to watch out for.
#Giving to causes you care about is a #feelgood activity. Here’s one strategy that can help,
Trusts can be a useful way to supercharge your #giving to heirs & the causes you care about.
Managing a family’s wealth from generation to generation is full of perils. Just ask heiress Frances Stroh.