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.
On July 10, 2014 Swann Auction Galleries in New York held their semi-annual sale of African-American Fine Art: The Shape of Things to Come: African-American Fine Art...
Help client-families understand their “why?”
Viewing family affluence through a lens of cross-cultural adjustment
