It’s about finding ways to work with the highly affluent who don’t have lots of investable assets to give you (yet).

How to sound like you’re not from the last century.

How to say good-bye without too much disruption.

Doing what’s asked versus doing what’s needed.

Tipping point for family enterprise continuity.

Considerations for private client attorneys when advising family enterprises.

Five topics to discuss.

How will health, financial and other life decisions be made?

No one is immune, regardless of wealth.

Which transactions will trigger tax if your client dies after the higher exemption amount sunsets?