(Bloomberg) -- In December, a half-dozen of some of the richest families in the U.S., from agriculture to beverages, gathered in a conference room on the 10th floor of an office building in Miami...
Since leaving my law practice to join Gresham Partners, like many advisors, I am often asked for referrals to estate planning attorneys and for assistance in evaluating them. This is a fairly complicated request and there are many variables to...