In this article, we will be examining an important concept in political economy. You may have some familiarity with the term, but its implications and relationship to public policy and wealth are more complex than what...
read more
Category: Family Asset Management
Why Estate Planning is So Important for Your Family
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 moreIs 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 moreThe 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