Russ Alan Prince

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The Value Of Multi-Generational Family Meetings

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Wealthy families have tremendous potential to veer off course, diminishing family fortune and causing severe intra-family conflicts...

Optimizing Education And M&A In RIA Management

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Brandon Kawal is the principal of Advisor Growth Strategies (AGS)...

Empowering Inheritors To Perpetuate Family Dynasties

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By definition, a family dynasty is a cohesive economic entity that perpetuates family wealth, values and objectives for five or more generations...

Pitcairn Makes Leadership Transition To Kick Off Second Hundred Years 

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Pitcairn is a 100-year-old multi-family office, but it is a firm that is far from being stuck in the past...

Would You Benefit From A Personal Wealth Creation Coach?

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More so than ever, a plethora of experts, gurus, coaches and consultants are available to show you and help you become significantly wealthier...

Why Single-Family Offices Are The Preferred Choice By Many Of The Super-Rich

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For various reasons, super-rich families with a net worth of $500 million or more choose single-family offices to coordinate and oversee critical aspects of their financial and personal lives...

Helping Accounting Firm Wealth Management Practices Excel

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A growing percentage of accounting firms have wealth management practices. Most of these practices provide investment management and life insurance, or both...

Too Much Life Insurance?

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It is no secret that the private wealth industry favors professionals over their wealthy clients. This structural phenomenon translates into a sizeable percentage of the wealthy being poorly served...

Compensating Single-Family Office Investment Professionals

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The investment performance of single-family offices is a function of the quality of the money managers and their understanding of the aim of the family...

Accountants Are Instrumental In Creating Family Dynasties

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A family dynasty is defined as a cohesive economic entity that perpetuates family wealth, values and objectives for five or more generations...

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