You have worked for years building up your business. The company is doing quite well, and you’re quite sure there are buyers who would pay well for it. So, you’re now considering selling it...
Unfortunately, many financial and legal professionals do a poor job of explaining viable solutions to wealthy prospects and clients. Poor communication is likely a disaster for everyone...
Comprehensive exit planning, which encompasses corporate and personal exit planning, translates into greater family wealth for successful entrepreneurs...
The prospects of a recession are ever-present. With the political divide in this country, the possibility of this animosity impacting the financial markets is always a strong possibility...
Single-family offices are on the rise. Their numbers have been increasing in step with the growth of private wealth. Additionally, the amount of money they control is growing incredibly...
For all financial and legal professionals, the wealthy, defined as individuals and families with a net worth of US $10 million or more, are their “ideal” clients...
An increasing number of children from wealthy families are acting “bad.” Sometimes they engage in various forms of immoral and illegal activities ranging from drug use to violence...
