This is the time of year when many of us are feeling the desire to be charitable with our fellow humans, perhaps even more than usual. While that is commendable in any season, it’s also important to be thoughtful and perceptive with our giving.
The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans.
Most of us have seen some version of the motto stitched on a cap, printed on a coffee mug, or slapped on a bumper sticker: “No boss … No schedule … No pressure … No money … RETIRED!” Especially amid the tension of a busy and stressful work week, many of us sometimes idealize retirement as a time to slow down, sleep late, set your
Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others.