As advisors, we strive to provide clients with guidance on important financial matters year-round, but it can sometimes be difficult to get them to focus on long-term estate planning when they’re busy with the day-to-day of running their...
Erin Hollis, Director of Financial Opinions for Marshall & Stevens, discusses the criteria to look for when seeking out an appraiser/valuation professional.
Amelia Renkert-Thomas, joint managing director of Withers Consulting Group, joins us to discuss client councils and how useful they can be in a family office context.
Jamie Patrick Hopkins, assistant professor of taxation at The American College in Bryn Mawr, Pa. & Ilya A. Lipin, graduate fellow at Villanova University-School of Business in Villanova, Pa.
