We have discussed legacy planning in the past, and in that discussion touched on the difference between legacy planning and estate planning. However, today we will provide a full overview into what exactly estate planning is....read more
Category: Family Asset Management
Is a Family Trust Fund Right for You?
Whether you’re an ultra high net worth investor or have a more modest estate, planning for how your wealth will be managed after you’re gone is important. It provides peace of mind and a way to...read more
The How and Why of Legacy Planning
Legacy planning can be a very important part of wealth management. Unfortunately, there seem to be some misconceptions and confusion surrounding what exactly it is. In this post, we’ll discuss: What exactly legacy planning entails (and...read more