Some firms now appoint special delegates to work directly with the children of their largest clients—people who can present themselves as young, cool and more in tune with the priorities of Gens X,...
Despite the fact that “success” is the dominant part of the word succession, planning for the future management or sale of a company is something wealth managers have not done very well for...
As we wrap this issue, it's late October and Halloween is just around the corner. I have a particular affinity for Halloween. In the spirit of full disclosure, it happens to be my birthday...
