When does a family need fiduciary services?
Naming a family member as trustee is often the kindest-looking decision and the hardest one to live with. Here is when a corporate trustee is the better answer.
Read MoreFor Families
Educational resources.
Plain explanations of the decisions families run into most often, written for the people who have to make them rather than the advisors who administer them.
Educational Topics
Charity & Philanthropy
Giving vehicles, timing, and how philanthropy fits the wider plan.
Estate & Gift Planning
Transfer strategy, exemptions, and the documents behind them.
Investments
Allocation, alternatives, and evaluating decisions after tax.
Insurance
Coverage as part of the plan rather than a product decision.
Education Funding
Funding the next generation without disrupting the wider structure.
Savings & Retirement
Restructuring compensation and benefits into a family plan.
Social Security
Timing and coordination within a larger income picture.