Features
Giving money as a gift? Here are the who, how and tax considerations
There are many things to consider when giving a financial gift, including the emotions that can go along with it.
It’s difficult, but taking the high road in divorce can pay off
Here are some very good reasons to stick to the high road; for one, consider what the children will remember.
Judging kids of wealthy families causes damage that can last a lifetime
Passing judgment, subtly or not, shapes children’s views of themselves and the world around them. Youngsters will be exposed to some sort of wealth judgment at an early age, with or without their parents present.
Mountains of financial data a growing problem for family advisors
‘I’ve met families who have extensive investment portfolios … all managed in a three-ring binder’.
Running a family business? Healthy balance can be hard to find
Hard-working business owners face challenges in finding work-life balance.
Serious Coin Podcasts
Serious Coin podcasts featuring Kelly Willis Green and Carolyn J. Cole: "Family Offices 101" and "Behind the Mic: My Personal Finance Story"
Shareholders-in-waiting need to know things, even if they ruffle family feathers
Future inheritors are often unprepared for their ultimate responsibilities, so here are five questions to ask now.
Survey says: When should family office say ‘sayonara’ to a client?
Three experts tell what it would take to 'fire' a client – and why effective onboarding can mean never having to say goodbye.
Tempted to discuss estate planning over this holiday family get-together?
Parents, relatives, even children or siblings may not appreciate even a well-meaning stab at the topic this holiday.