by Sysops | Aug 21, 2019 | News
It has been some time since my last “update letter” and I hope you are all well. Since retiring from GenSpring, I have continued my work on repeal of the Estate Tax, and its impact on family businesses, and I thought it might be time to get back in touch with another...
by Family Financial Matters | Aug 1, 2018 | Family Office, News
Certificate in Financial Management for the Family Office Managing and Building Wealth Through Effective Financial Management, Oversight, and Informed Investment Decisions This three day program introduces family office personnel and advisors to best financial...
by Family Financial Matters | Jan 4, 2018 | News
Wishing you all the very happiest of New Years, with the hope that the surprises that lie ahead in 2018 are only of the most positive kind. This is perhaps an appropriate, albeit bittersweet, segue way to where our Tax Bill effort ended up in 2017. Bittersweet because...
by Family Financial Matters | Mar 1, 2017 | News, Trust & Estates
Download the “Snapping to Attention” article. Download the “Snapping to Attention” article. Read the full issue of Trusts & Estates magazine.
