Family Governance

Every day I answer questions from friends, family and sometimes other financial advisors. This is where I post the answers.

"I come at this with this idea of family wealth because it seems to be the very best way to manage everything else."

You have something in common with Mark Zuckerberg; Bill Gates; the Waltons of Walmart; the Rockefellers of today; and the Queen of England. That something may

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

 

I.         

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

 

I.         

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

 

I.         

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

 

I.         

Whenever I told people the name of the book I was writing, they laughed. Then when I actually wrote it they were honest: "I don't often associate those two

Ultra-high-net-worth families – worth at least $25 million – are similar to “regular-net-worth” families: they want their values and traditions to live on; and

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.